White House Weighs New Round of Chip Tariffs - Politico

The Trump administration is considering broader semiconductor tariffs that could extend beyond chips to products such as servers, laptops and gaming consoles, per Politico. One proposal would tie tariff-free import allowances to how much companies commit to U.S. chip manufacturing, while a phase-in period is also under discussion. No final tariff rate or framework has been set. Tech companies are warning that broader duties could raise AI data center costs and hit chip designers such as Nvidia and AMD, which rely heavily on overseas manufacturing.