[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Jukan [@Jukanlosreve](/creator/twitter/Jukanlosreve) on x 22.5K followers Created: 2025-07-14 04:49:53 UTC Report: The Backlash of Copper Tariffs, Shaking the Semiconductor Industry As the United States prepares to impose a XX% high tariff on copper starting August 1st, an alarm has been raised in the global semiconductor industry. The sharp rise in copper prices, used as a key material not only in traditional industries like electric vehicles and wires but also in high-performance semiconductors, is directly impacting the global semiconductor supply chain and manufacturing costs. Furthermore, with additional tariffs on semiconductors foreshadowed for the end of this month, tension is escalating. According to industry sources on the 13th, the domestic semiconductor industry is developing tariff policy scenarios and countermeasures. While finished semiconductor chips are not subject to tariffs, essential components for chip production (such as copper wire) are included. This is why there is a high likelihood of an indirect increase in semiconductor manufacturing costs. An industry official stated, "Although the U.S. copper tariff does not directly apply to semiconductors themselves, it is a measure that will substantially affect the semiconductor manufacturing process by causing key material costs to skyrocket. The impact will be greater on high-performance semiconductors that use a lot of copper." Traditionally, copper is widely used in electric vehicles, batteries, and wires, but it is also essential for semiconductor packaging, substrate design, and high-speed data transmission lines. Especially, advanced AI chips and high-performance GPUs are trending towards increased copper usage, requiring thinner and more complex wiring structures. This situation is also unwelcome for the U.S. semiconductor industry. Semiconductor companies like Intel and Micron, which are pushing for increased domestic production in the U.S., are now facing unexpected 'raw material inflation'. If the copper tariffs are implemented, import prices will jump by nearly XXX times. The Semiconductor Industry Association (SIA) expressed concern, stating, "Contrary to the intention of protecting domestic industries, the domestic chip production cost could surge, weakening global competitiveness." Adding Insult to Injury... Semiconductor Tariffs Expected The problem is that the tariff policy on finished semiconductors has not yet been unveiled. President Trump told reporters at a cabinet meeting presided over at the White House on the 8th (local time), "We will announce tariffs on pharmaceuticals, semiconductors, and a few other things." While specific tariff rates, announcement timing, and implementation dates were not mentioned, Commerce Secretary Howard Lutnick stated after the cabinet meeting that the investigation into semiconductors is planned to be completed by the end of this month. This tariff policy is interpreted as an intention to secure tax revenue, curb China's rise in semiconductors, and bring the entire semiconductor supply chain to the United States. Through its tariff policies, the U.S. continues to pressure global semiconductor companies like TSMC, Samsung Electronics, and SK Hynix to establish production bases and invest in the U.S. Pressure on the domestic memory industry is particularly anticipated. Samsung Electronics is building a foundry plant in Taylor, Texas, while SK Hynix is preparing to construct a semiconductor packaging production base in West Lafayette, Indiana. Both companies currently do not have memory production facilities in the U.S. If semiconductor tariffs are imposed, it could effectively push them to build memory production facilities as well. However, some observations suggest that it might not be easy for the U.S. to impose high tariffs on semiconductors. The reason is that with South Korea and Taiwan dominating most of the global semiconductor market, excessive tariffs could instead raise the prices of products for U.S. companies that use semiconductors. Kim Yang-paeng, a senior research fellow at the Korea Institute for Industrial Economics & Trade, cautiously predicted, "Given that Trump mentioned semiconductors again, it seems there won't be no tariffs on semiconductors at all. However, the possibility of imposing high tariffs like on copper is not high." He analyzed, "Other items mentioned as tariff targets are either undergoing domestic production in the U.S. or have alternatives, but for semiconductors, there are virtually not many alternatives. Like the iPhone tariff case, the U.S. will not be able to push too hard on issues that would harm its own country."  XXXXX engagements  **Related Topics** [has been](/topic/has-been) [electric vehicles](/topic/electric-vehicles) [$6753t](/topic/$6753t) [united states](/topic/united-states) [$0981hk](/topic/$0981hk) [tariffs](/topic/tariffs) [copper](/topic/copper) [$alrm](/topic/$alrm) [Post Link](https://x.com/Jukanlosreve/status/1944620341491626089)
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Jukan @Jukanlosreve on x 22.5K followers
Created: 2025-07-14 04:49:53 UTC
Report: The Backlash of Copper Tariffs, Shaking the Semiconductor Industry
As the United States prepares to impose a XX% high tariff on copper starting August 1st, an alarm has been raised in the global semiconductor industry. The sharp rise in copper prices, used as a key material not only in traditional industries like electric vehicles and wires but also in high-performance semiconductors, is directly impacting the global semiconductor supply chain and manufacturing costs. Furthermore, with additional tariffs on semiconductors foreshadowed for the end of this month, tension is escalating.
According to industry sources on the 13th, the domestic semiconductor industry is developing tariff policy scenarios and countermeasures. While finished semiconductor chips are not subject to tariffs, essential components for chip production (such as copper wire) are included. This is why there is a high likelihood of an indirect increase in semiconductor manufacturing costs.
An industry official stated, "Although the U.S. copper tariff does not directly apply to semiconductors themselves, it is a measure that will substantially affect the semiconductor manufacturing process by causing key material costs to skyrocket. The impact will be greater on high-performance semiconductors that use a lot of copper."
Traditionally, copper is widely used in electric vehicles, batteries, and wires, but it is also essential for semiconductor packaging, substrate design, and high-speed data transmission lines. Especially, advanced AI chips and high-performance GPUs are trending towards increased copper usage, requiring thinner and more complex wiring structures.
This situation is also unwelcome for the U.S. semiconductor industry. Semiconductor companies like Intel and Micron, which are pushing for increased domestic production in the U.S., are now facing unexpected 'raw material inflation'. If the copper tariffs are implemented, import prices will jump by nearly XXX times.
The Semiconductor Industry Association (SIA) expressed concern, stating, "Contrary to the intention of protecting domestic industries, the domestic chip production cost could surge, weakening global competitiveness."
Adding Insult to Injury... Semiconductor Tariffs Expected The problem is that the tariff policy on finished semiconductors has not yet been unveiled.
President Trump told reporters at a cabinet meeting presided over at the White House on the 8th (local time), "We will announce tariffs on pharmaceuticals, semiconductors, and a few other things." While specific tariff rates, announcement timing, and implementation dates were not mentioned, Commerce Secretary Howard Lutnick stated after the cabinet meeting that the investigation into semiconductors is planned to be completed by the end of this month.
This tariff policy is interpreted as an intention to secure tax revenue, curb China's rise in semiconductors, and bring the entire semiconductor supply chain to the United States.
Through its tariff policies, the U.S. continues to pressure global semiconductor companies like TSMC, Samsung Electronics, and SK Hynix to establish production bases and invest in the U.S.
Pressure on the domestic memory industry is particularly anticipated. Samsung Electronics is building a foundry plant in Taylor, Texas, while SK Hynix is preparing to construct a semiconductor packaging production base in West Lafayette, Indiana. Both companies currently do not have memory production facilities in the U.S. If semiconductor tariffs are imposed, it could effectively push them to build memory production facilities as well.
However, some observations suggest that it might not be easy for the U.S. to impose high tariffs on semiconductors. The reason is that with South Korea and Taiwan dominating most of the global semiconductor market, excessive tariffs could instead raise the prices of products for U.S. companies that use semiconductors.
Kim Yang-paeng, a senior research fellow at the Korea Institute for Industrial Economics & Trade, cautiously predicted, "Given that Trump mentioned semiconductors again, it seems there won't be no tariffs on semiconductors at all. However, the possibility of imposing high tariffs like on copper is not high."
He analyzed, "Other items mentioned as tariff targets are either undergoing domestic production in the U.S. or have alternatives, but for semiconductors, there are virtually not many alternatives. Like the iPhone tariff case, the U.S. will not be able to push too hard on issues that would harm its own country."
XXXXX engagements
Related Topics has been electric vehicles $6753t united states $0981hk tariffs copper $alrm