US weighs a new round of tariffs on semiconductors, Politico reports

Politico reports the Trump administration is considering a sweeping new round of tariffs on semiconductors, discussed among sources close to the talks. While no rates or timeline were provided, the proposal raises supply-chain and cost risks for chipmakers and downstream electronics, a factor that could pressure the sector and related margins. Expect heightened uncertainty and potential repricing in semiconductor-linked equities if details emerge.