Trump’s semiconductor tariffs threaten CIO budgets with up to 80% cost surge

President Donald Trump announced Wednesday he will impose 100% tariffs on semiconductor imports while exempting companies manufacturing in the US, a policy shift that threatens to disrupt enterprise technology budgets and force fundamental changes in vendor relationships across the industry.

The announcement, made during a White House event with Apple CEO Tim Cook, comes as organizations plan $4.9 trillion in global enterprise technology spending for 2025.