Semiconductor News & Analysis Feed

The Trump administration has imposed tariffs on semiconductor imports on national security grounds under Section 232 of the Trade Expansion Act. These tariffs would raise ICT prices and thereby lower ICT consumption and capital stocks, which would reduce economic growth and lower Americans’ living standards.

During a panel discussion between executives and research experts from Bosch, Infineon, Rohm Semiconductor, Nexperia, Wolfspeed, and Omdia at PCIM Europe 2026, one reality was made clear: frictionless, globalized chip manufacturing is ending. While the conversation reflected industry enthusiasm for new applications such as AI servers and industrial motor drives, it was tempered by macroeconomic re

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

Malaysia's electronics sector is expected to keep expanding into 2026, even as tariffs, geopolitical tensions, and rising input costs weigh on manufacturers. Industry leaders say the country's neutral position in the US-China contest, along with a deepening semiconductor ecosystem, should help sustain export growth for global supply chains.

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