📊Executive Summary

The U.S. plans to impose new tariffs on Chinese semiconductors starting June 23, 2027, following a Section 301 investigation into China's semiconductor industry practices. This move aims to counteract China's efforts to dominate the semiconductor market and could significantly impact procurement strategies for companies relying on Chinese-made chips. As tariffs will be introduced on currently duty-free chips, procurement teams should prepare for increased costs and potential sourcing shifts. Companies such as NVIDIA, TSMC, and AMD may face changes in their supply chain dynamics due to these tariffs, necessitating strategic adjustments in sourcing and pricing strategies....