U.S. to Hit Chinese Chips With New Tariffs in 2027
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The U.S. plans to hike tariffs on Chinese semiconductors starting in June 2027, granting importers an 18-month window before levying new duties resulting from a probe into Beijing’s industrial policies.
The Office of the U.S. Trade Representative (USTR) announced Tuesday local time that the levies will take effect on June 23, 2027, following a Section 301 investigation. The specific tax rates are expected to be published no later than one month prior to implementation.
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- The U.S. will impose higher tariffs on Chinese semiconductors from June 23, 2027, following a Section 301 investigation, with final rates announced one month before implementation.
- China opposes the move, calling it destabilizing; current U.S. tariffs on Chinese chips total 60% and have slashed China’s chip export share to the U.S. from 10.33% in 2018 to 4.49% in 2024.
- The new duties target a broad range of semiconductor components and follow industry feedback warning of overconcentration in China.
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Who’s Who
- SK Siltron CSS
- SK Siltron CSS, a South Korean wafer manufacturer, submitted feedback to the U.S. Trade Representative (USTR) regarding the planned tariffs on Chinese semiconductors. The USTR gathered input from various organizations before finalizing its decision to impose new duties on Chinese chips.
- Geely Automobile Holdings Ltd.
- Geely Automobile Holdings Ltd. (吉利汽车控股有限公司) is a Chinese company that provided feedback to the U.S. Trade Representative (USTR) regarding the imposition of tariffs on Chinese semiconductors.
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What Happened When
- 2015-2023：
- Global capacity for mature-node chips grew by 41.6%, with more than half of that expansion in China.
- 2024-2018：
- The value of U.S. semiconductor imports from China fell from $3.88 billion (2018) to $2.09 billion (2024), and China's share of total U.S. chip imports decreased from 10.33% to 4.49%.
- May 2024：
- The White House announced that tariffs on Chinese chips would double from 25% to 50% by 2025.
- Dec. 23, 2024：
- The USTR launched a year-long investigation into the use of Chinese semiconductors in critical U.S. sectors.
- December 23, 2025：
- The USTR announced that new semiconductor tariffs on China will take effect June 23, 2027.
- December 24, 2025：
- China’s foreign ministry spokesperson Lin Jian publicly responded to the U.S. tariffs.
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