Four leading American semiconductor companies—Intel, Qualcomm, Micron, and Texas Instruments—have jointly submitted formal comments urging the Trump administration to abandon its proposed tariffs on semiconductor imports. They warned that such tariffs would threaten the strength and global competitiveness of the U.S. chip industry.

The move follows a similar appeal from TSMC, which had previously filed an opposition letter through its Arizona subsidiary. With both U.S. and international chipmakers pushing back, industry observers say this is no longer a solo effort by TSMC but a unified concern across the sector.

Intel, Qualcomm, Micron, and Texas Instruments emphasized their support for the “Made in America” policy but stressed that semiconductor tariffs would increase manufacturing costs, discourage domestic investment, and risk shifting parts of the industry overseas. All four companies play critical roles in the U.S. semiconductor ecosystem, spanning chip design, manufacturing, and memory technologies.

Intel highlighted the massive capital required to build new fabs in the U.S. and argued that tariffs on chips and manufacturing equipment would raise costs and slow domestic capacity expansion—ultimately weakening long-term U.S. competitiveness.

Qualcomm noted its reliance on overseas fabs, particularly in Taiwan and South Korea, for most of its chip production. The company warned that immediate tariffs, without sufficient time and support to expand U.S. production capabilities, would damage the industry's global standing.

Micron expressed concern that tariffs on semiconductor manufacturing equipment would significantly raise the cost of building fabs in the U.S., reducing their competitiveness or even making such projects commercially unviable compared to foreign alternatives.

Texas Instruments called for policies that balance onshore manufacturing goals with the need for global operational flexibility, warning that tariffs could undermine both national and economic security if they hinder American companies' international competitiveness.

The U.S. Commerce Department has been collecting public feedback on the proposed tariffs, with the comment period ending on May 7. As of May 25, it had published 154 responses. Qualcomm submitted a 15-page letter, Intel 13 pages, and Micron 11 pages—each more extensive than TSMC's 8-page submission, highlighting the deep concern among U.S. firms.

Industry analysts caution that if the tariffs proceed, costs will ripple through the entire semiconductor supply chain, and American tech companies may ultimately bear the brunt. The detailed responses from major U.S. chipmakers underscore how seriously they view the threat of new import duties.