Micron’s overseas manufacturing sites are largely based in Asia, including mainland China, Taiwan, Japan, Malaysia and Singapore.

The company notified its customers in a letter that while Trump’s announcement last week exempted semiconductors, which account for part of Micron’s portfolio, the tariffs applied to memory modules and solid-state drives, the sources said.

Those products, used to store data in various products from cars to laptops and data-centre servers, would now be subject to a surcharge, they said.

Micron did not immediately respond to a request for comment.

The notice to customers echoes comments the company made on March 21 on a post-earnings call, when its executives said it intended to pass along costs to customers in areas where tariffs had an impact.