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Plans to impose sweeping semiconductor tariffs appear to be slowing as internal discussions highlight risks of inflation and geopolitical fallout.
Industry partners were briefed that expected timelines may slip. Advisors fear that tariffs could prompt China to restrict key mineral exports.
Although tariffs remain possible, insiders say the administration is evaluating various scenarios to avoid unintended consequences.
White House and Commerce officials publicly deny any slowdown, though they decline to specify when tariffs will be issued.
Electronics prices could rise sharply if tariffs are imposed aggressively, worsening inflation concerns nationwide.