President Trump’s new rates cost the manufacturers of American semiconductor teams more than $ 1 billion a year, according to industry calculations discussed with officials and legislators in Washington last week, two sources familiar with the matter said.
Each of the three manufacturers of US chips equipment. Smaller rivals such as Onno Innovation can also face tens of millions of dollars in additional expenses.
The potential cost of one billion dollars for the chip team industry and the conversations between industry executives and US officials on several days on these costs are reported here for the first time.
Companies build some of the world’s most wanted chips equipment that may require thousands of specialized pieces.
Chips equipment manufacturers have already lost billions in revenues after the president, Biden implemented a series of export controls aimed at curbing the sending of advanced semiconductor equipment to Chinese entities.
The Trump administration has largely arrested the reciprocal tariffs he announced in April. But to stimulate the manufacture of the United States more, it is weighing greater tariffs in the chips industry and initiated an investigation into their imports on Monday.
The estimated costs discussed last week in Washington include lost income, mainly for lost sales of less sophisticated equipment for rivals abroad, and the costs of finding and using alternative suppliers for complex components of chips manufacturing tools. The estimate also includes the costs of compliance with the rate, such as adding personnel to handle the complexities of following the rules.
Administration legislators and officials discussed tariff costs with executives and officials of the semi chip industry, an international trade group, as part of an ongoing dialogue.
Applied did not respond to a request for comments. Kla and Lam declined to comment.
The early and approximate estimate of $ 350 million per company could change as the duties of the Trump administration enter into force. Fast calcals are difficult to do because each chip manufacturing tool has multiple components, and the final rate is not clear.
The Biden administration took energetic measures against the Chinese chip industry, approximately three years to limit its ability to produce avant -garde chips used in artificial intelligence, military applications or other forms that could threaten the national security of the United States.
US export controls have stimulated China to invest in their national chip equipment industry.
