Trump desafia fabricantes de chips: igualem produção dos EUA às importações ou enfrentem tarifas de até 100%

O ex-presidente americano está pressionando os gigantes da indústria de semicondutores a reequilibrar a balança comercial.

O Ultimato da Produção Nacional

Fabricantes recebem alerta direto: ou investem em capacidade doméstica equivalente aos volumes importados, ou encaram barreiras tarifárias que podem dobrar o custo de entrada no mercado americano. A medida mira reduzir a dependência de cadeias globais fragilizadas por tensões geopolíticas.

Tarifas como Alavanca

A ameaça de impostos de até 100% funciona como mecanismo de coerção econômica - uma tentativa de forçar realocação estratégica de investimentos que há décadas migraram para a Ásia. Setor calcula impactos logísticos e operacionais diante do prazo implícito para adaptação.

Os chips se tornaram o novo petróleo nas guerras comerciais, com Washington usando soberania tecnológica como argumento para políticas protecionistas. E como todo bom protecionismo, o custo inevitavelmente chega ao consumidor final - mas isso é problema do próximo governo, não do atual discurso.

Industry experts say making chips 1:1 domestically isn’t easy

John Belton manages money at Gabelli Funds and owns shares in GlobalFoundries, Intel, and other American chip makers. He said the rule requiring equal production and imports would be really hard to make work.

Belton said the rule would be tough to implement and would probably take many years. He thinks it might help companies that already have factories in the U.S.

When news about this possible policy came out, stock prices went up. GlobalFoundries is the world’s third-biggest contract chip maker, and its shares jumped 5%. Intel, which has been having money problems, also saw its stock go up 5%. These two companies are some of the few chip makers that already have big manufacturing operations in America.

GlobalFoundries has its main office in Malta, New York. The company plans to spend $16 billion on expanding its factories in New York and Vermont.

The government’s push doesn’t just target American companies

U.S. Trade Representative Jamieson Greer went to Southeast Asia to talk directly to chip makers there. He met with government ministers from the Association of Southeast Asian Nations in Kuala Lumpur.

Greer told Southeast Asian semiconductor companies they need to move their production to the U.S. or face punitive tariffs. His trip happened while countries in the region were trying hard to get better access to American markets. This came after Washington put tariffs of 10% to 40% on many products from the region in August.

Greer said he knows Southeast Asia is important for making chips worldwide. But he explained that worries about national security are making the Trump administration consider adding more tariffs just for chips.

After meeting with Malaysia’s trade minister, Tengku Zafrul Aziz, Greer told reporters that they need to be careful about handling international trade. He said supply chains have to return to the United States.

Three weeks before Greer’s trip to Southeast Asia, President Trump had already warned companies about what was coming. He said his administration would put a tariff on semiconductors made by companies that don’t move their production to the U.S., and it would happen soon.

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