The rollout of major semiconductor tariffs appears to be slowing as US officials weigh the diplomatic consequences of confronting China too aggressively.
Sources say industry leaders were privately briefed on the possibility of delays. Advisers fear that tariff action could destabilize supply chains and provoke Chinese retaliation.
Tariffs remain on the table, but the administration is exploring several implementation scenarios. Timing remains fluid.
White House officials reject claims of a policy shift but provide no timeline for action. Commerce representatives issue similar statements.
Price increases for electronics may accompany any tariff rollout, compounding inflation concerns for American households.