U.S. Locks in 2027 Semiconductor Tariffs, Pressure on China Intensifies

The United States plans to impose new tariffs on semiconductor products imported from China starting June 23, 2027. These tariffs will be added on top of the existing tariff regime, not used as a replacement.

Under a December 23, 2025 Federal Register filing, the tariffs are structured in phases: the framework takes effect immediately at 0%, with the rate increasing 18 months later. The final rate must be announced at least 30 days before implementation. Any increase will apply on top of the current 50% tariff on Chinese semiconductors.

The tariffs cover a broad range of products, including silicon wafers, wafers, diodes, transistors, and optoelectronic components, with detailed 8-digit HS codes listed in the Federal Register.

The existing 50% tariff resulted from an earlier Section 301 investigation into forced technology transfer. The new tariffs are based on a separate Section 301 investigation launched in December last year, allowing the U.S. to impose additional duties.

The U.S. frames the move as an economic and supply chain security issue, citing concerns over reliance on Chinese semiconductors in defense, automotive, and critical industries.

China has strongly opposed the plan. Even without an immediate rate increase, the policy signals that tariff uncertainty will remain a long-term factor for companies and supply chains.