On January 14, 2026, the U.S. administration issued a presidential proclamation under Section 232 of the Trade Expansion Act of 1962, imposing a 25% tariff on certain advanced semiconductor chips and products containing them. The tariff takes effect on January 15, 2026.
Key details
- Targeted scope: The tariff applies only to semiconductors meeting specific technical performance thresholds, not to all semiconductor imports.
- Broader impact: It extends to products embedding these chips.
- Exclusions: Imports may qualify for a 0% duty based on end use.
- No duty drawback: Refunds for duties paid under this proclamation are not available.
Affected imports
Products classified under HTS codes 8471.50, 8471.80, and 8473.30 – or those containing components under these codes – require evaluation to determine if the tariff applies. Classification alone is insufficient; technical specifications and end-use are critical factors.
Exclusions
Even if products meet the technical scope, the 25% tariff does not apply to imports for:
- U.S. data centers
- Research and development in the U.S.
- U.S. startups
- Consumer electronics (e.g., personal computing, gaming, automotive)
- Non-data-center industrial uses (e.g., robotics, machinery)
- Public sector applications
- Repairs or replacements performed in the U.S.
Required documentation
For potentially impacted products, written confirmation will be required to verify:
- The product does not meet the technical thresholds, or
- The product qualifies for an exclusion based on end use and defined criteria.
This documentation is essential to ensure customs compliance, avoid delays, and mitigate duty exposure.