Trump declares robot imports a national security threat

Trump’s October 28 proclamation identifies imported industrial robots and machinery as a national security threat, arguing that they are essential to military production and critical infrastructure but could expose the United States to cybersecurity and safety risks. Citing a Commerce Department investigation, the administration also says dependence on foreign suppliers weakens the US industrial base and its long-term competitiveness. The order directs the United States to negotiate with trading partners to adjust imports of robots, machinery, and components within 180 days. If talks fail, Trump says he may impose tariffs, quotas, duties, or fees.

The policy could raise costs for manufacturers that rely on imported equipment, including automakers, aerospace and defense firms, and logistics companies. The United States installed nearly 38,500 industrial robots in 2025, yet it lacks domestic makers of heavy-duty robotic arms comparable to leading suppliers FANUC, ABB, Yaskawa, and KUKA, based in Japan and Europe. Those companies have expanded US operations, but American businesses still depend on their products; even Amazon uses some foreign-made arms. The proclamation acknowledges that US producers cannot meet national demand. Tariffs would not amount to a full import ban, and exemptions could preserve access for some firms, as Intel has demonstrated under a separate restriction.