Proclamation on Semiconductors and National Security
On December 22, 2025, the Secretary of Commerce submitted a report about imports of semiconductors and their impact on US national security. This investigation was based on Section 232 of the Trade Expansion Act. The findings are concerning: the increasing imports of semiconductors and related products threaten our national security.
Current import levels are not just a supply issue; they endanger the stability of our economy and defense. The US produces only about 10% of the semiconductors it needs, leaving us heavily dependent on foreign sources. According to a recent industry report, the US ranks as the largest consumer of semiconductors, accounting for roughly 25% of global demand. This reliance poses significant risks since disruptions in these supply chains could harm various sectors, including defense, healthcare, and technology.
Semiconductors are vital for modern military systems, from navigation to communications. Defense technology increasingly depends on high-performance chips. The report emphasizes that this dependence is growing as technologies advance. For instance, specialized semiconductors used in defense applications need to perform reliably in extreme conditions, making domestic production crucial.
Additionally, semiconductors are integral across 16 critical infrastructure sectors identified by national security memorandums. For example, the energy sector relies on them for smart grid systems, and the medical field uses them in diagnostic machines and life-saving devices like pacemakers.
In response to these findings, the Secretary recommended a two-part plan. The first phase involves ongoing trade negotiations aimed at strengthening the domestic semiconductor industry. This could include immediate 25% tariffs on specific semiconductor imports, particularly those linked to AI technologies, unless they aid in building up our technology supply chains.
After these negotiations, the second phase would potentially introduce broader tariffs. These tariffs would include incentives for companies focused on US semiconductor production, which would help reduce foreign dependence.
I’ve reviewed the Secretary’s report and agree with his conclusions. Our current import levels of semiconductors pose a serious threat, and we need a solid plan to address this issue.
Therefore, I am directing relevant departments to negotiate agreements to enhance our semiconductor production capacity and lessen our dependency on imports. Within 90 days, I expect updates on these negotiations.
Starting January 15, 2026, imports of certain advanced chips will face a 25% tariff unless they contribute to strengthening the US supply chain. This tariff is part of our overall strategy to boost domestic production and innovation.
Monitoring will continue to assess the effectiveness of these measures. The Secretary will provide regular updates on the semiconductor market, especially regarding data centers, to determine if the tariffs remain necessary.
In conclusion, these actions aim to enhance our national security while supporting growth in domestic industries. The landscape of global technology is shifting, and we must ensure that the US remains competitive and secure.
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