Memory Manufacturers Now Have a New Threat Looming Over Their Heads, as Failing to Produce in the U.S. Could Trigger a Whopping 100% Tariff
Wccftech • • business
Key Points:
- The U.S. government is considering imposing a 100% tariff on offshore DRAM memory chip producers to prioritize domestic manufacturing, as announced by Commerce Secretary Howard Lutnick.
- This tariff policy targets memory suppliers that do not manufacture DRAM chips within the United States, forcing companies to either pay the tariff or build production facilities domestically.
- Major DRAM producers like Samsung and SK hynix have made semiconductor investments in the U.S., but none have committed to domestic DRAM chip production yet, potentially exposing them to the tariffs.
- Micron is currently the only major DRAM manufacturer with plans to produce memory chips in the U.S., which could give it a competitive advantage under the new tariff regime.
- Taiwanese DRAM
