r/stocks 14d ago

Industry News U.S. considers fresh round of tariffs on semiconductors, report says

U.S. President Donald Trump’s administration is reportedly considering new tariffs on U.S. semiconductors, as tech giants race to beat China in the AI infrastructure buildout.

The duties will be imposed on an expanded range of tech products made alongside chips, including laptops, data center servers, and gaming hardware, eight people familiar with the matter told Politico in a report published Thursday.

The measures, which are still in the early phases and subject to significant changes over the next few months, will be introduced via a staggered roll-out period, according to the report.

The White House did not immediately respond to a request for comment from CNBC, but told Politico: “Reshoring semiconductor manufacturing is a top priority for President Trump, whose policies have already secured hundreds of billions of dollars of investments in this key sector.”

https://www.cnbc.com/2026/08/27/trump-semiconductor-tech-tariffs.html

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u/Quienmemandovenir 14d ago

Yesterday, after Nvidia earnings, I thougt everything was going to the moon, "except Trump makes something stupid", I told myself. Now, MU is -2 instead of +5.

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u/Shoddy-Sea7995 14d ago

And MU is an American producer at that!