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Global Trade Tensions
The US government is considering imposing a new round of tariffs that would affect not only microchips but also finished products containing them. The measure, leaked by Politico, aims to incentivize investment in local manufacturing and could have a direct impact on European and Spanish supply chains.
The President's Administration Donald Trump is considering a new and broad round of tariffs on semiconductors, according to a report published Thursday by the portal. Politico, which cites eight sources familiar with the internal deliberations in WashingtonThe proposal represents a potential escalation in US protectionist trade policy, with a scope that would extend beyond components to affect consumer goods and industrial equipment.
Unlike previous measures, which focused on microchips as individual components, the new tariff scheme would also apply to products that use them , such as laptops, video game consoles, and data center servers. This expansion would directly affect global supply chains, with a potential impact on sectors strategic to the Spanish economy, such as automotive, aerospace, and the import of capital goods for Industry 4.0, which depend on the entry of these technological components for their assembly and export.
Impact on value chains and the 'reshoring' strategy
According to the same information, the Secretary of Commerce of Estados Unidos, Howard LutnickHe supports a structure that links tariff exemptions for foreign companies to direct investment in chip manufacturing in the United States. This pressure tactic aims to accelerate the reshoring of strategic production, a central objective of the current administration. For Spanish and European companies operating in the North American market, this policy could present a dilemma: face higher tariff costs or divert investments to other countries. Estados Unidos to ensure access to their market.
The sources cited by Politico indicate that Washington It is also considering a gradual transition period for the implementation of the new tariffs and that the draft proposal could be substantially revised in the coming weeks or months. At the moment, neither the Casa Blanca nor Departamento de Comercio de EEUU They have responded to requests for comment to confirm or deny the information, which the agency Reuters has not been able to verify independently.
These deliberations come after the Trade Representative of Estados Unidos, Jamieson GreerIn May, the government stated that there was no "imminent" prospect of new tariffs on semiconductors, although it stressed the importance of protecting the sector to facilitate the return of production to the country. If confirmed, the measure would add to existing trade tensions between the two countries. Washington and its main partners, including the Unión Europeawhich would predictably coordinate a joint response to protect the interests of their industries.
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