Overview
- The Federal Register sets the effective tariff rate on Chinese semiconductor imports at zero for roughly 18 months.
- The tariff is scheduled to increase on June 23, 2027, with the specific rate to be announced at least 30 days in advance.
- Apple gains near‑term relief on many China‑sourced components such as power management, display driver, and connectivity chips.
- Apple’s A‑series and M‑series processors are made by TSMC in Taiwan, placing those flagship chips outside the China‑specific tariff’s scope.
- The zero rate imposes the tariff in legal form while deferring costs, preserving U.S. leverage and giving firms time to adjust supply chains and investments.