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US semiconductor tariff plans appear to be losing momentum as officials privately warn that aggressive action could trigger a retaliatory trade cycle with China.
Stakeholders were briefed on the possibility of delayed implementation. Concerns include disruptions to rare earth imports and semiconductor supply chains.
Tariffs could still be enacted quickly if necessary, but insiders say the administration is weighing multiple scenarios.
The White House maintains that policy remains unchanged but has not offered timing clarity.
Inflationary pressures could intensify if tariffs raise the prices of electronics, home appliances and vehicles.
