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02.09.26 - 14:06
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Commerce Secretary Howard Lutnick: Semiconductor tariffs are being considered (CNBC)
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Commerce Secretary Howard Lutnick joins 'Squawk Box' to discuss the upcoming AI policy talks with tech CEOs at the G20 Innovation Ministerial in in Chapel Hill, North Carolina, AI data center buildout, U.S.-Canada trade relations, Lutnick families' ties to critical mineral deals, state of the economy, potential semiconductor tariffs, and more....
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02.09.26 - 10:06
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Taiwan′s semiconductor ecosystem has the UK taking notes (Digitimes)
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The UK wants to understand how Taiwan built such a successful semiconductor ecosystem, said Andy McLean, CEO of the UK Semiconductor Center, at a forum organized by Taiwan's Ministry of Economic Affairs (MOEA) in Taipei on September 1. It is generally believed that government support, close collaboration among industry, academia and research institutions, and corporate long-term vision are key drivers of Taiwan's semiconductor success....
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02.09.26 - 06:42
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SEMI CEO on Memory Prices, Semiconductor Supercycle (Bloomberg)
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Ajit Manocha, President and CEO of semiconductor industry association SEMI, discusses the outlook for memory chip prices and the ongoing supercycle in the semiconductor market. He speaks with Stephen Engle on the sidelines of SEMICON Taiwan in Taipei. (Source: Bloomberg)...
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01.09.26 - 04:06
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SEMICON Taiwan 2026 to spotlight AI-driven semiconductor supply chain shifts (Digitimes)
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SEMICON Taiwan 2026 is set to open soon as Semiconductor Equipment and Materials International said AI is pushing a new wave of technology upgrades across the global chip industry. At an August 31 pre-event briefing, the group said the changes are accelerating work in AI computing, advanced process technology, heterogeneous integration, and quantum computing....
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27.08.26 - 18:06
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Trump Considers New Tariffs On Semiconductors - Reports Raise Alarm Could Doom US Dominance (ZeroHedge)
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Trump Considers New Tariffs On Semiconductors - Reports Raise Alarm Could Doom US Dominance
Politico reports Thursday on what could be another significant setback for US data centers and major damper on American AI aspirations.
The White House is mulling the possibility of introducing new tariffs on semiconductors and a broader range of technology products, including laptops, servers for data centers and gaming equipment - a move tech companies have long been warning against, and which may demonstrate once again that the only thing getting 'reshored' is massive inflation for end consumers.
Source: Equinix. Data center located in San Jose, California.
The report notes that "Commerce Secretary Howard Lutnick favors a structure that would tie foreign companies' relief from the tariffs to investment in US chip manufacturing to juice more domestic production, said four of the people."
"The administration is also mulling a phase-in period for the new tariffs, the four people s...
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