US semiconductor equipment manufacturers may face losses exceeding US$1 billion due to tariff policies implemented under the Trump administration, according to two industry sources cited by Reuters.
The report highlights that the three leading US chip equipment manufacturers—Applied Materials, Lam Research, and KLA—could jointly lose approximately US$350 million within a year as a result of these tariffs. Smaller companies in the sector are also expected to incur additional costs, potentially amounting to tens of millions of dollars.
Although US President Donald Trump recently announced a 90-day suspension of the so-called "reciprocal tariffs" on countries other than China, his administration is still considering imposing additional tariffs on the semiconductor industry to boost domestic manufacturing.
On April 14, the US government launched an investigation into chip imports, which could lead to further policy changes.
Given the complexity of chip manufacturing, which involves multiple electronic components, the exact financial impact remains uncertain as tariff policies evolve. Industry estimates of potential losses may change as the situation develops.
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