trade-policy

The European Commission must deliver its first mandatory review of the Digital Markets Act by May 3, weighing calls to expand the law into AI and cloud services while fending off Trump administration tariff threats over $7 billion in cumulative tech fines.

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.

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.