US Tariffs: A New Threat to Memory Manufacturers

The US is considering imposing 100% tariffs on offshore memory producers, posing a significant threat to suppliers like SK hynix and Samsung.

This move is part of the Trump administration’s efforts to prioritise American manufacturing, particularly in high-value segments like semiconductors and AI.

The ‘Made in USA’ narrative has gained immense traction, with investments from TSMC, Samsung, and other players in the supply chain, and now DRAM manufacturers might be targeted.

Failure to produce in the US could trigger a whopping 100% tariff, which would have a significant impact on the memory market.

The memory shortages have already been a challenge for suppliers, and this new threat could exacerbate the situation.

Samsung and SK hynix are among the companies that could come under the scope of new ‘memory tariffs’ if DRAM production gets targeted.

The US government’s focus on American manufacturing is likely to continue, with potential implications for the global memory market.

As the situation unfolds, memory manufacturers will need to carefully analyse their production strategies to mitigate the risks associated with the proposed tariffs.

The memory market is likely to remain volatile, with the threat of tariffs adding to the existing challenges.

Only time will tell how the situation will play out, but one thing is certain – the memory manufacturers will need to adapt to the changing landscape.