The Trump administration is weighing a second round of semiconductor tariffs that would extend duties beyond chips to products built with them, including laptops, gaming consoles, and data center servers, eight unnamed sources familiar with the talks told POLITICO in a report published today. Commerce Secretary Howard Lutnick favors a structure that would cap duty-free chip imports at a volume pegged to each company's committed U.S. production, four of the sources said, and Commerce officials have indicated in private talks that the exemptions attached to January's 25% tariff, which cover data centers, R&D, startups, and consumer devices, may not carry over. A phase-in period is under discussion, and the framework could still change substantially in the coming weeks.
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