Overview

• Commerce will publish a detailed Section 232 list this week defining tariffs on imported semiconductors and related items.
• Samsung Electronics and SK hynix are set to avoid the proposed 100% duties by filing and auditing their U.S. manufacturing investments.
• The pending rules do not clarify whether semiconductors embedded in finished electronics will qualify for exemptions.
• Korean component makers warn that duties on smartphones, computers and other devices could force them to cut prices on displays and camera modules.
• Apple and other tech firms have accelerated U.S. investment plans to align with the new tariff framework and bolster domestic production.