According to a ChainCatcher report citing CNBC, the U.S. Department of Commerce is conducting a national security investigation into the import of semiconductor technology and related downstream products. Official documents call for public comments on the investigation, further confirming that chips and electronic product supply chains will not be excluded from U.S. President Donald Trump's tariff plan, despite Trump's statement on Friday that many of these products would not be subject to his "reciprocal tariffs".

As part of the investigation, the U.S. Department of Commerce will examine the "feasibility of increasing domestic semiconductor production capacity" to reduce dependence on imports, and whether additional trade measures, including tariffs, are "necessary to protect national security". The investigation has a broad scope, covering chip components such as silicon wafers, chip manufacturing equipment, and "downstream products containing semiconductors". Semiconductors play a role in almost all types of modern electronic products, so this investigation has significant implications for Trump's global trade war aimed at promoting U.S. manufacturing development.

Although exemptions were granted for a range of electronic products, Trump and some of his officials over the weekend indicated that these exemptions are only temporary and part of a plan to impose separate tariffs on the industry.