The US government is taking a cautious approach toward semiconductor tariffs amid fears that China could retaliate in ways that harm critical supply chains.
Sources familiar with the matter say officials have privately advised partners that rollout timing is now under review.
Rare earth minerals vital to chip production remain a major concern. Analysts warn that China could exploit this dependency.
The White House denies any strategic change but remains vague on timing. Commerce officials issued similar statements.
New tariffs could increase prices on electronics and technologies that rely heavily on chips, further burdening consumers.
Washington Reconsiders Chip Tariff Rollout as Rare Earth Dependence Raises Alarms
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