트럼프 행정부, 반도체 관세 부과 고려
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~ The Trump administration is weighing a new round of sweeping tariffs on semiconductors, eight people familiar with discussions told POLITICO — despite warnings from tech companies that the move could doom U.S. hopes of dominating artificial intelligence
https://www.politico.com/news/2026/08/27/data-centers-chips-tariffs-threat-01050957
Forwarded from한투증권 미국/중국전략 정정영

POLITICO
Another potential headache for US data centers — Trump tariffs
The possibility of new duties is rattling the tech industry, which is already grappling with a shortage of high-end semiconductors.
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1August 27, 2026 2.9K 24