Chip Tariffs May Be Imminent

As affordable graphics cards prepare for launch, the U.S. government is exploring the national security risks associated with semiconductor imports from foreign manufacturers. This investigation could lead to tariffs on certain computer components.

The U.S. Department of Commerce has initiated a public comment period as part of a broader inquiry into the “effects on national security of imports of semiconductors and semiconductor manufacturing equipment (SME)”. This might signal the introduction of tariffs on products previously exempt from such fees.

In a recent statement from the Commerce Department, it was mentioned: “On April 1, 2025, the Secretary of Commerce initiated an investigation under section 232 of the Trade Expansion Act to determine the effects on national security of imports of semiconductors and semiconductor manufacturing equipment.” The investigation aims to evaluate not just the chips themselves but also the entire electronics supply chain, including products that contain semiconductors.

The current probe into these national security issues suggests that almost the entire market for PC hardware could face price increases, not only CPUs and GPUs. If manufacturers like Nvidia indicate there’s little that can be done about these tariffs, it may become crucial to shift production back to the U.S.

In conclusion, while this situation unfolds, many speculate that the prices of gaming electronics are likely to rise rather than fall.