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Semiconductor Industry Most Concerned with Tariffs, Trade Policy
ByadminA Manufacturing Dive report highlights findings from the 21st annual KPMG Global Semiconductor Outlook survey that show tariffs and trade policy have become the top concern for semiconductor manufacturing leaders, overtaking talent and labor challenges for the first time. About half of executives are focused on diversifying and strengthening supply chains to manage geopolitical risks, while strong demand from AI and data center markets has most leaders expecting revenue growth in 2026. The article also notes that strategies to boost domestic capacity and incentives like the CHIPS and Science Act play a role in how companies are navigating policy and investment decisions amid ongoing uncertainty.