April 10, 2025 /SemiMedia/ — Micron Technology has informed U.S. customers that it will impose surcharges on certain products starting April 9, in response to new tariffs introduced by President Donald Trump, according to sources familiar with the matter.

While some semiconductor items were exempted from the tariffs, Micron said in a customer letter that memory modules and solid-state drives (SSDs) remain affected. These components are used in a wide range of applications, including vehicles, laptops, and data center servers.

Micron operates manufacturing sites across Asia, including mainland China, Taiwan region, Japan, Malaysia, and Singapore. The company plans to pass the added costs onto customers in affected regions, a move aligned with its statements during a March 21 earnings call.

Last month, Micron also notified clients of price increases due to “unforecasted demand,” meaning customers may now face both higher base prices and additional surcharges.

Trump’s latest wave of retaliatory tariffs has stirred concerns over a broader global trade war, prompting multinational firms to decide whether to absorb the added costs or shift them to buyers.

An executive at an Asian NAND module manufacturer said they were taking a similar stance with U.S. customers: “If they refuse to pay the tariffs, we simply cannot ship. No company can afford to absorb this kind of burden caused by government policy.”