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Trump Signals New Tariffs on Chips, Calling Exclusions Temporary
President Trump signaled on Sunday that he would pursue new tariffs on the powerful computer chips inside smartphones and other technologies, just two days after his administration excluded a variety of electronics from the steep import taxes recently applied on goods arriving from China.
The push came as Mr. Trump’s top economic advisers scrambled to explain their shifting strategy, after having insisted for weeks that they would shield no company or industry from any of the fees they have levied in a bid to reset U.S. trade relationships.
The reprieve for technology companies arrived in the form of a Customs and Border Protection rule issued late Friday that spared high-tech imports from Mr. Trump’s so-called reciprocal tariffs, including those on China. While the president paused a set of punishing levies on nearly 60 countries last week, his administration has forged ahead with a new 145 percent tax on Chinese exports, announcing it after Beijing retaliated against the United States.
The exclusions in the C.B.P. rule covered a wide slate of products, such as computers, smartphones, modems and flash drives, and it represented a major victory for Apple, and other U.S. technology giants, which rely on Chinese factories to help manufacture important components and popular devices. Apple executives had even been in contact with Trump administration officials about the Chinese tariffs in recent days, according to two people with knowledge of the company’s efforts. The company declined to comment.
But on Sunday, Mr. Trump and his top aides cast the exemptions in a different light, framing them as only a temporary break while the government prepares more targeted import taxes on key technologies. The administration is expected to take the first step toward enacting the new tariffs as soon as next week, opening an investigation to determine the effects of semiconductor imports on national security.
The approach appears to mirror the process that yielded Mr. Trump’s tariffs on other specific products and sectors, including the high fees he imposed on foreign cars and auto parts this year. On social media, the president signaled Sunday that the scope of his next inquiry would be broad, “taking a look at Semiconductors and the WHOLE ELECTRONICS SUPPLY CHAIN in the upcoming National Security Tariff Investigations.”
“NOBODY is getting ‘off the hook’ for the unfair Trade Balances, and Non Monetary Tariff Barriers, that other Countries have used against us, especially not China which, by far, treats us the worst!” Mr. Trump added.
Howard Lutnick, the commerce secretary, said earlier Sunday on ABC’s “This Week” that Mr. Trump could announce new tariffs “in the next month or two” that would target not only semiconductors but also pharmaceutical imports, another priority for the administration.
Kevin Hassett, the director of the White House National Economic Council, told CNN’s “State of the Union” that it was “always the case” that some of these high-tech imports would be subject to their own tariffs, separate from those broadly imposed on countries in response to their trade practices.
“Semiconductors are a key important part of a lot of defense equipment,” Mr. Hassett added, saying, “I don’t think anything really should be a surprise.”
And Jamieson Greer, the U.S. trade representative, described the move on CBS’s “Face the Nation” as more of a mechanical change, saying of semiconductors that it is “not that they won’t be subject to tariffs” but that they are being done under a “different regime.”
The Trump administration had already excluded various types of semiconductors from the reciprocal tariffs as of April 2. But the chaotic changes in tariffs and exclusions in recent days bewildered businesses that depend on trade with China. Some investors and chief executives publicly praised the decision to walk back tariffs on electronics, which represent roughly a quarter of U.S. imports from China.
“A willingness to adjust a strategy based on new facts and data is a sign of the strength of a leader,” Bill Ackman, the chief executive of the hedge fund Pershing Square, wrote on social media. “It is not an indication of weakness.”
Still, there appears to be no quick end to the trade conflict with China in sight. And the potential for new tariffs on chips threatened to cast another pall over the tech industry, even as major lobbying groups representing Intel, Nvidia and other companies have encouraged the Trump administration to strike trade deals that ultimately lower trade barriers globally.
Asked about the possibility of upcoming tariffs on chips on Saturday, Mr. Trump said, “I’ll give you that answer on Monday.”
“We’ll be very specific,” he added. “But we’re taking in a lot of money. As a country we’re taking in a lot of money.”
Dan Ives, an analyst for Wedbush Securities, said in a note to investors on Sunday that “the mass confusion created by this constant news flow out of the White House is dizzying for the industry and investors and creating massive uncertainty and chaos for companies trying to plan their supply chain, inventory and demand.”
Ultimately, new taxes on chip imports could make it more expensive for U.S. companies to produce smartphones and other devices, cutting into their profits or forcing them to raise prices on American consumers. For Apple, in particular, the tit for tat between the United States and China caused the tech giant to lose more than $770 billion in market capitalization in just the opening days of Mr. Trump’s trade war.
Since then, the two nations have continued to retaliate against each other, causing financial markets around the world to whipsaw in the face of a persistent and costly standoff. U.S. consumers even appeared to rush out to purchase new iPhones last week, anticipating that a protracted trade conflict could push up prices.
News
Video: What Trump Told Us About the ICE Shooting
new video loaded: What Trump Told Us About the ICE Shooting
By Zolan Kanno-Youngs, Alexandra Ostasiewicz, Nikolay Nikolov and Coleman Lowndes
January 8, 2026
News
Community reacts to ICE shooting in Minnesota. And, RFK Jr. unveils new food pyramid
Good morning. You’re reading the Up First newsletter. Subscribe here to get it delivered to your inbox, and listen to the Up First podcast for all the news you need to start your day.
Today’s top stories
An Immigration and Customs Enforcement officer shot and killed 37-year-old Renee Nicole Good, a Minneapolis woman, yesterday. Multiple observers captured the shooting on video, and community members demanded accountability. Minnesota law enforcement officials and the FBI are investigating the fatal shooting, which the Trump administration says was an act of self-defense. Meanwhile, the mayor has accused the officer of reckless use of power and demanded that ICE get out of Minneapolis.
People demonstrate during a vigil at the site where a woman was shot and killed by an immigration officer earlier in the day in Minneapolis, Minnesota, on Jan. 7, 2026. An immigration officer in Minneapolis shot dead a woman on Wednesday, triggering outrage from local leaders even as President Trump claimed the officer acted in self-defense. Minneapolis Mayor Jacob Frey deemed the government’s allegation that the woman was attacking federal agents “bullshit,” and called on Immigration and Customs Enforcement (ICE) officers conducting a second day of mass raids to leave Minneapolis.
Kerem Yucel/AFP via Getty Images
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Kerem Yucel/AFP via Getty Images
- 🎧 Caitlin Callenson recorded the shooting and says officers gave Good multiple conflicting instructions while she was in her vehicle. Callenson says Good was already unresponsive when officers pulled her from the car. Homeland Security Secretary Kristi Noem claims the officer was struck by the vehicle and acted in self-defense. In the video NPR reviewed, the officer doesn’t seem to be hit and was seen walking after he fired the shots, NPR’s Meg Anderson tells Up First. Anderson says it has been mostly peaceful in Minneapolis, but there is a lot of anger and tension because protesters want ICE out of the city.
U.S. forces yesterday seized a Russian-flagged oil tanker in the north Atlantic between Iceland and Britain after a two-week chase. The tanker was originally headed to Venezuela, but it changed course to avoid the U.S. ships. This action comes as the Trump administration begins releasing new information about its plans for Venezuela’s oil industry.
- 🎧 It has been a dramatic week for U.S. operations in Venezuela, NPR’s Greg Myre says, prompting critics to ask if a real plan for the road ahead exists. Secretary of State Marco Rubio responded that the U.S. does have a strategy to stabilize Venezuela, and much of it seems to involve oil. Rubio said the U.S. would take control of up to 50 million barrels of oil from the country. Myre says the Trump administration appears to have a multipronged strategy that involves taking over the country’s oil, selling it on the world market and pressuring U.S. oil companies to enter Venezuela.
Health Secretary Robert F. Kennedy Jr. released new dietary guidelines for Americans yesterday that focus on promoting whole foods, proteins and healthy fats. The guidance, which he says aims to “revolutionize our food culture,” comes with a new food pyramid, which replaces the current MyPlate symbol.
- 🎧 “I’m very disappointed in the new pyramid,” Christopher Gardner, a nutrition expert who was on the Dietary Guidelines Advisory Committee, tells NPR’s Allison Aubrey. Gardner says the new food structure, which features red meat and saturated fats at the top, contradicts decades of evidence and research. Poor eating habits and the standard American diet are widely considered to cause chronic disease. Aubrey says the new guidelines alone won’t change people’s eating habits, but they will be highly influential. This guidance will shape the offerings in school meals and on military bases, and determine what’s allowed in federal nutrition programs.
Special series
Trump has tried to bury the truth of what happened on Jan. 6, 2021. NPR built a visual archive of the attack on the Capitol, showing exactly what happened through the lenses of the people who were there. “Chapter 4: The investigation” shows how federal investigators found the rioters and built the largest criminal case in U.S. history.
Political leaders, including Trump, called for rioters to face justice for their actions on Jan. 6. This request came because so few people were arrested during the attack. The extremists who led the riot remained free, and some threatened further violence. The government launched the largest federal investigation in American history, resulting in the arrest of over 1,500 individuals from all 50 states. The most serious cases were made by prosecutors against leaders of the Proud Boys and Oath Keepers. For their roles in planning the attack against the U.S., some extremists were found guilty of seditious conspiracy. Take a look at the Jan. 6 prosecutions by the numbers, including the highest sentence received.
To learn more, explore NPR’s database of federal criminal cases from Jan. 6. You can also see more of NPR’s reporting on the topic.
Deep dive
U.S. President Donald Trump speaks during a news conference in the Roosevelt Room of the White House in Washington, DC.
Andrew Harnik/Getty Images
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Andrew Harnik/Getty Images

U.S. President Donald Trump speaks during a news conference in the Roosevelt Room of the White House in Washington, DC.
Andrew Harnik/Getty Images
Trump takes 325 milligrams of daily aspirin, which is four times the recommended 81 milligrams of low-dose aspirin used for cardiovascular disease prevention. The president revealed this detail in an interview with The Wall Street Journal published last week. The U.S. Preventive Services Task Force recommends that anyone over 60 not start a daily dose of aspirin to prevent cardiovascular disease if they don’t already have an underlying problem. The group said it’s reasonable to stop preventive aspirin in people already taking it around age 75 years. Trump is 79. This is what you should know about aspirin and cardiac health:
- 💊 Doctors often prescribe the low dose of aspirin because there’s no benefit to taking a higher dose, according to a large study published in 2021.
- 💊 Some people, including adults who have undergone heart bypass surgery and those who have had a heart attack, should take the advised dose of the drug for their entire life.
- 💊 While safer than other blood thinners, the drug — even at low doses — raises the risk of bleeding in the stomach and brain. But these adverse events are unlikely to cause death.
3 things to know before you go
When an ant pupa has a deadly, incurable infection, it sends out a signal that tells worker ants to unpack it from its cocoon and disinfect it, a process that results in its death.
Christopher D. Pull/ISTA
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Christopher D. Pull/ISTA
- Young, terminally ill ants will send out an altruistic “kill me” signal to worker ants, according to a study in the journal Nature Communications. With this strategy, the sick ants sacrifice themselves for the good of their colony.
- In this week’s Far-Flung Postcards series, you can spot a real, lone California sequoia tree in the Parc des Buttes Chaumont in Paris. Napoleon III transformed the park from a former landfill into one of the French capital’s greenest escapes.
- The ACLU and several authors have sued Utah over its “sensitive materials” book law, which has now banned 22 books in K-12 schools. Among the books on the ban list are The Perks of Being a Wallflower and Wicked: The Life and Times of the Wicked Witch of the West. (via KUER)
This newsletter was edited by Suzanne Nuyen.
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Video: Minnesota Governor Condemns ICE Shooting
new video loaded: Minnesota Governor Condemns ICE Shooting
transcript
transcript
Minnesota Governor Condemns ICE Shooting
Governor Tim Walz of Minnesota slammed the fatal shooting of a woman by an immigration agent. President Trump said that the agents had acted in self-defense.
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This morning, we learned that an ICE officer shot and killed someone in Minneapolis. We have been warning for weeks that the Trump administration’s dangerous, sensationalized operations are a threat to our public safety, that someone was going to get hurt. Just yesterday, I said exactly that. What we’re seeing is the consequences of governance designed to generate fear, headlines and conflict. It’s governing by reality TV. And today, that recklessness cost someone their life.
By Jiawei Wang
January 8, 2026
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