tariffs

Sightline Climate estimates 30-50% of US data centers slated for 2026 will be delayed or canceled, with transformer shortages and Chinese import dependency creating bottlenecks that billions in AI spending cannot solve.

One year after Liberation Day, the collision of Trump-era tariffs with hyperscaler memory hoarding has pushed PC prices up 15-20 percent, forced vendors to exit budget segments, and reshaped the consumer electronics supply chain.

A presidential proclamation replaces flat-rate Section 232 duties with a five-tier framework imposing up to 50 percent tariffs on steel, aluminum, and copper imports, effective April 6.

Sony's second PlayStation 5 price increase in under a year took effect on April 2, pushing the PS5 Pro to $900 and the standard console to $650 as AI-driven memory demand and trade tariffs compress margins across the gaming hardware industry.

TSMC's US footprint could triple from $165 billion to $465 billion under a proposed tariff deal, with four Arizona fabs already fully booked before construction is complete.

Nintendo of America filed suit in the U.S. Court of International Trade on March 6, seeking a refund with interest of duties paid under IEEPA tariffs the Supreme Court struck down in February, joining more than 2,000 corporate lawsuits that have overwhelmed federal refund systems.