US weighs new semiconductor tariffs tied to domestic manufacturing investment
Politico sources report the Trump administration is drafting another round of tariffs on semiconductors, aiming to push chipmakers toward US-based production. Commerce Secretary Howard Lutnick reportedly favors letting companies import chips duty-free up to a threshold linked to their domestic investment, though the exact terms remain unsettled. The move would layer new costs onto PCs, consoles and data centers already strained by memory shortages.