Semiconductor News & Analysis Feed

U.S. Commerce Secretary Howard Lutnick announced plans for a targeted semiconductor tariff policy, distinguishing duties based on whether production occurs domestically. Companies investing in U.S. manufacturing facilities may receive tariff exemptions or reductions, while overseas producers selling

US Commerce Secretary Howard Lutnick recently announced that the government is considering imposing tariffs on the semiconductor industry, sparking global attention and concern. In today's highly interconnected global supply chain and intensifying technology competition, any policy shift by the US g

Western Digital (WDC), a leading global provider of data storage solutions, is facing potential risks from newly proposed semiconductor tariffs that could impact its supply chain and operational costs. These tariffs target a broad range of chip-related products, including those used in data center s

Extending U.S. semiconductor tariffs to data centers would impose a significant economic burden, with estimated annual losses of up to $90 billion. According to the Center for Strategic and International Affairs (CCIA), applying a 25% Section 232 tariff to data center construction would effectively