Semiconductor News & Analysis Feed

Bottom Line Up Front Applying 25% Section 232 semiconductor tariffs to data centers would represent a 15.6% tax on data center construction. When you tax something, you get less of it. Data center buildout represented 92% of U.S. real GDP growth in the first half of 2025.  A 15.6% tax on data center construction would lead to the relocation, cancellation or delay of about 20% of planned 2026-2030