Trump Admin to Reveal Findings of Chip Import Probe in Two Weeks

Within two weeks, the Trump administration will reveal the results of its national security investigation into semiconductor imports, escalating the risks for global technology manufacturers.

The anticipated release could usher in sweeping new tariffs, reshaping the global supply of chips and electronics.

Commerce Secretary Howard Lutnick made the announcement Sunday after President Trump’s meeting with European Commission President Ursula von der Leyen in Scotland.

Their high-level talks centered on cross-Atlantic trade tensions and looming decisions over technology policy.

Investigation Nears Its End

The probe, conducted under Section 232 of the Trade Expansion Act, is examining whether US reliance on imported semiconductors poses a national security threat.

If so, the White House could move quickly to levy new tariffs potentially affecting a vast range of electronic goods and critical infrastructure.

Lutnick informed reporters that he has completed the investigation and established a formal timeline for the release of its findings.

His remarks followed the announcement of a new framework trade deal between the US and EU, including a broad 15% tariff on European imports and higher rates for automotive products.

Did you know?
The US semiconductor sector relies on Taiwan for more than 60% of its most advanced chips, a key factor in recent trade policy moves.

Trade Deal Motivated by Chip Uncertainty

The specter of new chip tariffs was a driving force behind the recent US-EU negotiations. Von der Leyen and Trump agreed that “addressing all issues at once” was preferable to a piecemeal escalation of trade tensions.

The EU bloc sought a degree of stability in advance of the US probe results, which could impact dozens of European technology firms.

Within the new agreement, automotive products from the EU will now face a 25% import tariff, while most other goods are set at a 15% rate.

The semiconductor probe, however, remains central both as a source of economic leverage and political pressure on global supply chains.

Industry Response: Pivoting Manufacturing Strategies

President Trump and Commerce Secretary Lutnick noted that several companies, including some major players from Taiwan, are already shifting their investment plans to boost US manufacturing capacity.

This pivot is considered an effort to preempt potential tariffs or navigate around them once imposed. Industry analysts expect more producers to announce plans for domestic facilities as the policy climate becomes clearer.

For many, the outcome of the Section 232 probe could determine whether companies continue to rely on global supply chains or refocus on domestic production.

ALSO READ | Ishiba Stays to Negotiate Trump Tariffs After Election Loss

Broader National Security Context

The semiconductor probe was initiated earlier this year amidst swelling concerns that America’s heavy dependence on imports exposes critical infrastructure to foreign risk.

The investigation covers legacy chips, high-end processors, manufacturing equipment, and derivative products used in everything from defense to consumer tech.

Section 232 investigations normally take up to 270 days, but administration officials have accelerated the timeline, signaling urgency.

The chip probe is part of a larger policy suite, with similar investigations underway in copper, lumber, and even pharmaceuticals, all directed at reinforcing US industrial independence.

Looking Ahead: Policy, Markets, and Innovation

The release of the probe’s findings is widely expected to trigger quick policy action: either immediate tariffs, further negotiations, or a phased approach with industry carve-outs.

The decision may also prompt dialogue on research investment, workforce training, and incentives for advanced manufacturing within America’s borders.

As the White House moves toward disclosure, global markets, technology firms, and allied governments are bracing for what could be the most consequential trade move in the chip sector in decades.

The world will be watching how the US moves across the complicated intersection of security, trade, and innovation in the weeks ahead.