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Trump Weighs Expanding Semiconductor Tariffs to Laptops, Consoles, and Data Center Servers

Published: Updated: By 24TopNews Editorial Desk

The Trump administration is considering a new round of broad semiconductor tariffs that would extend beyond chips to products such as laptops, game consoles, and data center servers. Commerce Secretary Howard Lutnick favors linking tariff relief to corporate investment in U. S. chip manufacturing, while a transition period is also under consideration. Over 90% of advanced semiconductor capacity is concentrated in Asia, and the Commerce Department has yet to set specific rates.

The Trump administration is considering a new round of sweeping semiconductor tariffs that would extend beyond chips themselves to cover a wide range of chip-intensive products, including laptops, game consoles, and data center servers. Commerce Secretary Howard Lutnick is inclined to tie tariff relief to corporate investment in U. S. chip manufacturing, aiming to bring advanced production capacity back to the United States. The administration is also weighing a gradual transition period for implementation.

The White House has stressed that bringing semiconductor manufacturing back to the United States is a top priority for the Trump administration, with related policies already helping to attract hundreds of billions of dollars in investment.

More than 90% of the world's most advanced semiconductor capacity is concentrated in Asian supply chains. Advanced chip plants typically require investments of tens of billions of dollars and often take years to build. This means that, until domestic supply truly expands, tariffs would first hit companies that rely on imported chips.

For now, the Commerce Department has not yet determined specific tariff rates or other key details. Discussions are ongoing regarding country-specific rates and quotas, as well as policy guidance for major semiconductor manufacturers.

24TOPNEWS IMPACT INTELLIGENCE

Why this event matters

The event has a measured impact on 5 industrys. The strongest current signal is mixed for Semiconductor Value Chain, with intensity 80/100 and 70% confidence over a medium term horizon.

Technology · 10.1

Semiconductor Value Chain

Direction
mixed
Intensity
80
Confidence
70%
Horizon
Medium term
Effective impact 0
Consumer & Retail · 12.2

Computers & Servers

Direction
negative
Intensity
70
Confidence
70%
Horizon
Medium term
Effective impact -42
Consumer & Retail · 12.4

Consumer Electronics

Direction
negative
Intensity
65
Confidence
65%
Horizon
Medium term
Effective impact -36
Electronic Equipment · 9.1

Electronic Components

Direction
negative
Intensity
60
Confidence
65%
Horizon
Medium term
Effective impact -33
Consumer & Retail · 12.3

Smartphones

Direction
negative
Intensity
55
Confidence
60%
Horizon
Medium term
Effective impact -28

Impact figures are analytical estimates that combine direction, intensity, confidence and event importance. They are not investment advice.