📊Executive Summary

On August 7, 2025, President Trump announced a 100% tariff on semiconductors, creating confusion among Taiwanese semiconductor firms due to a lack of details. This drastic measure raises concerns about a potential second chip shortage in the US, as tariffs could significantly increase costs and disrupt supply chains. Procurement teams should closely monitor the implications of these tariffs on sourcing strategies and pricing for semiconductor components, as the announcement may lead to immediate price volatility and sourcing challenges....