Semiconductor Tariff Impact Simulator
Model supply chain costs with layered tariffs, rules of origin, and value-adds. Verify defaults & use overrides for current rates.
Key Tariff Assumptions (Defaults Based on Q2 2025 Data)
The following table summarizes the core tariff rules and rates used as defaults in this simulator, based on the Q2 2025 Data Compendium. These are subject to change and require verification. See references below.
| Importing Into | Origin | Product Category | Key Rules / Tariff Layers Applied | Default Add'l Rate (%) | Approx. Date (Effective) | Ref. (Example) |
|---|---|---|---|---|---|---|
| USA | China | Semiconductors (HTS 8541/8542) | Sec 301 (50%) + IEEPA (20%) | 70% | Jan 1 / Mar 4, 2025 | (Holland & Knight, 2025; Mouser Electronics, n.d.; Torres Trade Law, 2025) |
| USA | China | Servers (HTS 8471.50) / Other Electronics | Sec 301 (~25%) + IEEPA (20%) + Reciprocal (125%) | ~170% | Mar 4 / Apr 10, 2025 | (China Briefing, 2025; Holland & Knight, 2025; Torres Trade Law, 2025; Wiley Rein LLP, 2025) |
| USA | Taiwan | Semiconductors (HTS 8541/8542) | Reciprocal Tariff Exempt | 0% | Apr 2025 | (Covington & Burling LLP, 2025; SemiAnalysis, 2025) |
| USA | Taiwan | Servers / Other Electronics | Reciprocal Tariff (32% + 10% Base) | 42% | Apr 9, 2025 | (CBS News, 2025; Norton Rose Fulbright, 2025) |
| USA | Vietnam | Servers / Other Electronics | Reciprocal Tariff (46% + 10% Base) | 56% | Apr 9, 2025 | (CBS News, 2025; Norton Rose Fulbright, 2025) |
| USA | Mexico | All Categories | USMCA Qualified = Exempt from IEEPA/Reciprocal | 0% | Mar/Apr 2025 | (Covington & Burling LLP, 2025; Gibson Dunn, 2025; Torres Trade Law, 2025) |
| China | USA | All Categories (Semis via FEOL RoO) | Retaliatory/Reciprocal Tariff | 125% (+13% VAT) | Apr 12, 2025 | (China Briefing, 2025; NAMPA, 2025; Tech in Asia, 2025; Wiley Rein LLP, 2025) |
| China | Taiwan / KR / JP / ASEAN etc. | Semiconductors (HTS 8541/8542) | FEOL RoO -> Non-US Origin; MFN Rate | 0% (+13% VAT) | Apr 11, 2025 (RoO) | (HTSHub, 2025; NAMPA, 2025; Tech in Asia, 2025) |
| China | Taiwan / KR / JP / ASEAN etc. | Servers / Other Electronics | MFN Rate (Assumed ~10% placeholder) | ~10% (+13% VAT) | Ongoing | (HTSHub, 2025) |
| EU / Other | Any | Semiconductors (HTS 8541/8542) | Standard MFN (Typically 0%) | 0% | Ongoing | (Drip Capital, n.d.; European Commission, n.d.; USITC, n.d.) |
Note: RoO = Rule of Origin. FEOL = Front-End-of-Line (Wafer Fab). VAT applies in China on (Value + Duty). Reciprocal Tariffs outside China potentially paused after July 2025. Check official sources for current rates.
Potential References (Based on Q2 2025 Data Search)
This list provides potential sources corresponding to the topics summarized above, based on web search results retrieved April 12, 2025. These may not be the exact citations used in the original "Data Compendium" document. Please consult your full document for definitive source details.
- CBS News. (2025, April 9). *See the full list of reciprocal tariffs by country from Trump's "Liberation Day" chart*. https://www.cbsnews.com/news/trump-reciprocal-tariffs-liberation-day-list/
- China Briefing. (2025, April 11). *Trump Raises Tariffs on China to 145% - Overview and Trade Implications*. Dezan Shira & Associates. https://www.china-briefing.com/news/trump-raises-tariffs-on-china-to-125-overview-and-trade-implications/
- Covington & Burling LLP. (2025, April 3). *Trump Administration Imposes “Reciprocal” Tariffs*. https://www.cov.com/en/news-and-insights/insights/2025/04/trump-administration-imposes-reciprocal-tariffs
- Drip Capital. (n.d.). *HTS Code 8541-Diodes, transistors and similar semiconductor devices*. Retrieved April 12, 2025, from https://www.dripcapital.com/hts-code/85/41
- Ernst & Young Global Limited. (2025, April 11). *US suspends President Trump's Reciprocal Tariff Policy for 90 days, except for China*. EY Global Tax Alert. https://globaltaxnews.ey.com/news/2025-0868-us-suspends-president-trumps-reciprocal-tariff-policy-for-90-days-except-for-china
- European Commission. (n.d.). *EU Customs Tariff (TARIC)*. Taxation and Customs Union. Retrieved April 12, 2025, from https://taxation-customs.ec.europa.eu/customs-4/calculation-customs-duties/customs-tariff/eu-customs-tariff-taric_en
- Gibson Dunn. (2025, April 8). *Immediate Impacts, Risks, and Uncertain Future of President Trump's Unprecedented Worldwide Tariffs*. https://www.gibsondunn.com/immediate-impacts-risks-and-uncertain-future-of-president-trumps-unprecedented-worldwide-tariffs/
- Holland & Knight. (2025, April 8). *China's Comprehensive Retaliation Against U.S. Tariffs*. https://www.hklaw.com/en/insights/publications/2025/04/chinas-comprehensive-retaliation-against-us-tariffs
- HTSHub. (2025, January 8). *85423910.10-Other multi-element integrated circuits containing*. Retrieved April 12, 2025, from https://www.htshub.com/cn-hs/detail/8542391010
- Mouser Electronics. (n.d.). *Tariff Updates*. Retrieved April 12, 2025, from https://www.mouser.com/section-301-tariff-updates/
- NAMPA. (2025, April 11). *China to Change Rules Defining Semiconductors' Country of Origin - Association*. Retrieved April 12, 2025, from https://www.nampa.org/text/22608299
- Norton Rose Fulbright. (2025, April 2). *Reciprocal Tariffs*. Project Finance NewsWire. https://www.projectfinance.law/publications/2025/april/reciprocal-tariffs/
- SemiAnalysis. (2025, April 10). *Tariff Armageddon? | GPU Loopholes, Mexico Supply Chain Shift, Wafer Fab Equipment Vulnerabilities, Optical Module Pricing Surge, Datacenter Equipment*. https://semianalysis.com/2025/04/10/tariff-armageddon-gpu-loopholes/
- Tech in Asia. (2025, April 12). *China changes chip origin rule to boost local manufacturers*. https://www.techinasia.com/news/china-changes-chip-origin-rule-to-boost-local-manufacturers
- Torres Trade Law. (2025, April 10). *Trade Alert: Up to 170% Tariffs on Certain Chinese-Origin Goods*. https://www.torrestradelaw.com/posts/Trade-Alert%3A-Up-to-170%25-Tariffs-on-Certain-Chinese-045%3BOrigin-Goods/392
- U.S. International Trade Commission (USITC). (n.d.). *Harmonized Tariff Schedule*. Retrieved April 12, 2025, from https://hts.usitc.gov/
- Wiley Rein LLP. (2025, April 11). *Trump Reduces Global Reciprocal Tariffs but Increases Them for China*. https://www.wiley.law/alert-Trump-Reduces-Global-Reciprocal-Tariffs-but-Increases-Them-for-China
Cost of initial component/wafer.
Overrides total calculated add'l tariff for this import step. Leave blank to use default.
Default Calculated: --%
Overrides total calculated add'l tariff for this import step. Leave blank to use default.
Default Calculated: --%
Overrides total calculated add'l tariff for this import step. Leave blank to use default.
Default Calculated: --%
Note on Defaults: Default tariffs reflect Q2 2025 data from research. Rates are highly volatile. China RoO logic applied. USMCA assumed for MX->US if qualified. Verify and use overrides.
Step-by-Step Cost Calculation
- 1. Base Input Cost (): $
- 2. Import to Packaging (): + Add'l Tariffs ( Origin): (%) = $
- Cost After Import Tariffs/VAT: $
- 3. Add OSAT Packaging Cost (): = $
- Cost After Packaging: $
- 4. Import to Assembly (): + Add'l Tariffs ( Origin): (%) = $
- Cost After Import Tariffs/VAT: $
- 5. Add EMS Assembly Cost (): = $
- Cost After Assembly: $
- 6. Import to Final Market (): + Add'l Tariffs ( Origin): (%) = $
- 7. Final Estimated Landed Cost: $
Cost Summary
Tariff Breakdown: Stage 1: $, Stage 2: $, Stage 3: $
VAT Breakdown: Stage 1: $, Stage 2: $, Stage 3: $