Live Feeds
● LIVE Updated 48m ago · 17 sources tracked

US weighs a new round of tariffs on semiconductors, Politico reports

The Trump administration is considering import tariffs up to 100% on semiconductors used in AI servers, laptops, and gaming consoles. To mitigate these costs, the government may grant exemptions to firms investing in domestic chip production. Industry lobbyists warn these measures could raise hardware prices and weaken US leadership in AI. This domestic policy shift coincides with international efforts to secure tech independence, including a proposed THB100 billion innovation drive in Thailand and calls from Ireland's Prime Minister for the EU to increase tech investment to compete with the US and China.

RSS Source map (17)

What changed

Ireland's Prime Minister and Thailand's CP Group leadership have called for increased state-led tech investments to compete with US and Chinese capabilities.

Live updates

  1. US weighs semiconductor tariffs as global tech competition intensifies

    The Trump administration is considering import tariffs up to 100% on semiconductors used in AI servers, laptops, and gaming consoles. To mitigate these costs, the government may grant exemptions to firms investing in domestic chip production. Industry lobbyists warn these measures could raise hardware prices and weaken US leadership in AI. This domestic policy shift coincides with international efforts to secure tech independence, including a proposed THB100 billion innovation drive in Thailand and calls from Ireland's Prime Minister for the EU to increase tech investment to compete with the US and China.

    Why it matters

    Broadcom projects AI chip revenue will reach $230B by FY2028, highlighting the high stakes of semiconductor trade. Some investors have moved capital into Bitcoin ETFs and gold due to currency volatility. These tariffs reflect a broader geopolitical struggle for AI dominance between the US, China, and the EU.

    Still unconfirmed

    • The Trump administration is considering import tariffs up to 100% on semiconductors for gaming consoles, laptops, and AI servers.
    • Suphachai Chearavanont proposed a five-year THB100 billion investment in university-linked innovation centres for AI and medical-technology talent.
    • Ireland's Prime Minister urged the EU to establish a Savings and Investment Union to fund growth and defense.
    • Broadcom projects AI chip revenue will reach $230B by FY2028.

    What to watch next

    • Official announcement of tariff rates or exemption criteria from the Trump administration.
    • EU response to the Irish proposal for a Savings and Investment Union.
    • Legislative progress on Thailand's proposed THB100 billion innovation drive.
    Sources used for this update (4)
    1. jen.jiji.com — Suphachai calls for THB100bn university innovation drive
    2. uk.finance.yahoo.com — AMD (AMD) Stock May Be 24% Undervalued On Saudi AI Expansion
    3. www.briefs.co — Ireland's leader urges EU to go bigger on tech and a Savings Union or risk slipping behind
    4. www.wfmz.com — 14-year-old seriously injured in crash as Pa. weighs new e-bike, e-scooter rules
    confidence 80%

  2. US weighs semiconductor tariffs amid AI chip growth and market volatility

    The Trump administration is considering import tariffs up to 100% on semiconductors for gaming consoles, laptops, and AI servers. While the government may offer exemptions for companies investing in domestic chipmaking, industry lobbyists warn the move would increase hardware costs and hinder US AI leadership. This policy consideration occurs as Broadcom projects AI chip revenue to reach $230B by FY2028. Simultaneously, some investors are shifting capital from AI funds into gold and Bitcoin ETFs due to currency concerns, even as AI-linked shares recently helped the S&P 500 and Dow resist geopolitical friction.

    Why it matters

    These potential tariffs aim to incentivize domestic semiconductor production. The move comes during a period of high demand for custom chips from firms like OpenAI and Anthropic. Market stability remains sensitive to Federal Reserve inflation battles and Treasury yields.

    Still unconfirmed

    • The Trump administration is weighing semiconductor tariffs that may reach 100% for AI servers, laptops, and gaming consoles.
    • Broadcom projects AI chip revenue to reach $230B by FY2028.
    • Anthropic and OpenAI are top custom-chip customers for Broadcom.
    • A record $7B has flowed into gold and Bitcoin ETFs.
    • AI-linked shares helped the S&P 500 and Dow withstand US-Iran tensions.

    What to watch next

    • Official announcement of tariff rates or exemption criteria.
    • Federal Reserve interest rate decision for September.
    • Quarterly revenue reports from AI chip manufacturers.
    Sources used for this update (5)
    1. www.briefs.co — Investors Pivot From AI to Gold and Bitcoin as Currency Concerns Grow
    2. www.thestar.com.my — US jobs report seen backing Warsh view
    3. ca.finance.yahoo.com — Pacific Gas & Electric Co. PCG Stock Forecast & Price Target
    4. economictimes.indiatimes.com — Dow Jones| Nasdaq | S&P 500 | US Stock Market Today |Live Updates: S&P 500, Dow gain as AI strength offsets US-Iran friction
    5. www.briefs.co — Broadcom bets big on AI chips, names Anthropic and OpenAI as rising anchors
    confidence 70%

  3. Trump administration considers tariffs up to 100% on semiconductors

    The Trump administration is weighing new tariffs on imported semiconductors, which may reach 100% for AI servers, laptops, and gaming consoles. The plan could include exemptions for companies that invest in US chipmaking. Technology industry groups and lobbyists warn that these measures would increase hardware costs, slow data center expansion, and undermine American leadership in global AI development. Some industry representatives have characterized the proposed approach as the "single dumbest way imaginable" to tax chips.

    Why it matters

    The US is attempting to secure its domestic semiconductor supply chain to reduce reliance on foreign imports. These potential tariffs target the hardware essential for the current buildout of artificial intelligence infrastructure.

    What is confirmed

    • The US government is considering a new round of tariffs on semiconductors.
    • Proposed tariffs may target laptops, gaming consoles, and data center servers.
    • Industry groups warn that higher hardware costs could hinder the US push for AI leadership.

    Still unconfirmed

    • The administration may offer tariff exemptions based on companies' US chipmaking investments.

    What to watch next

    • Official announcement of tariff percentages
    • List of eligible companies for investment-based exemptions
    • Response from major semiconductor manufacturers regarding pricing adjustments
    Sources used for this update (9)
    1. Ars Technica — AI industry says Trump plans to tax chips in the “single dumbest way imaginable”
    2. Politico — Another potential headache for US data centers — Trump tariffs
    3. CNBC — U.S. considers fresh round of tariffs on semiconductors, report says
    4. Reuters — US weighs a new round of tariffs on semiconductors, Politico reports
    5. The Times of India — US government planning new tariffs, and this time likely causality is chip companies, despite big warning that ...
    6. startupfortune.com — Trump Weighs Chip Tariffs Up To 100% That Could Slow The AI Buildout
    7. www.freepressjournal.in — Trump Plans Chip Tariffs That Could Hit Servers & Laptops, Tech Industry Warns Of AI Setback
    8. www.businesstimes.com.sg — SK Hynix starts work on US$4 billion Indiana AI memory hub, expects shortage through 2030
    9. en.sedaily.com — Bank of Korea Raises Key Rate to 3%, Tightening Market Liquidity
    confidence 90%