米、半導体原材料に15％の追加関税 日本には軽減措置 12月発動
The U.S. will impose an additional 15% tariff on semiconductor raw materials, changing input costs and trade flows for chip supply chains, with lighter treatment for Japan.
Source →The trace
How it reaches your house.
Starting from Specialty Semiconductor Process Chemicals, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Specialty Semiconductor Process Chemicals →Prices riseThis critical input feeds GPU and AI accelerator production directly, so higher import costs should lift output costs and prices.
86% confidenceSemiconductor Etch Gases (NF₃, HF, WF₆) →Stands to benefitJapan's lighter tariff treatment makes Japanese-sourced etch gases relatively more competitive, benefiting that source country versus fully tariffed alternatives.
84% confidenceSpecialty Semiconductor Process Chemicals →Prices riseA 15% tariff on this critical input should raise JSR's procurement costs, and its 27% share plus 24-month replacement lead time make the pass-through sizable.
Hop 2
Memory and storage chips →Prices riseA 15% tariff on semiconductor raw materials should raise landed costs for this critical upstream input to memory-chip fabrication, and the very high dependency score implies strong pass-through.
84% confidenceSemiconductors and chips →Prices riseSemiconductor Etch Gases (NF₃, HF, WF₆)
Semiconductor etch gases are directly in the existing path and are tariff-exposed raw materials, so their import cost should rise.
83% confidenceMemory and storage chips →Prices rise
Where it lands
What you buy, and what you own.
Goods you buy
GPUs and AI accelerators · Memory and storage chips · Semiconductors and chips · Specialty chips
In the MyPRIA app, this is checked against your own holdings.