U.S. considers fresh round of tariffs on semiconductors, report says

U.S. President Donald Trump (R) speaks as U.S. Secretary of Commerce Howard Lutnick looks on before signing an executive order to limit mail-in voting in the Oval Office of the White House on March 31, 2026 in Washington, DC.Alex Wong | Getty ImagesU.S. President Donald Trump's administration is reportedly considering new tariffs on U.S. semiconductors, as tech giants race to beat China in the AI infrastructure buildout. The duties will be imposed on an expanded range of tech products made alongside chips, including laptops, data center servers, and gaming hardware, eight people familiar with the matter told Politico in a report published Thursday. The measures, which are still in the early phases and subject to significant changes over the next few months, will be introduced via a staggered roll-out period, according to the report.The White House did not immediately respond to a request for comment from CNBC, but told Politico: "Reshoring semiconductor manufacturing is a top priority for President Trump, whose policies have already secured hundreds of billions of dollars of investments in this key sector."Existing tariffs on Chinese semiconductors were introduced under U.S. Presid...