– US tariff volatility has made itself felt over the past week, dashing hopes for a quiet 2026 in global trade policy. In the semiconductor sector, the interim Section 232 review of electronics has clarified the situation for AI accelerators, while a proposed trade deal with Taiwan expands the range of chips that may come in at reduced tariff rates, but the final tariff rates will take at least another 90 days to emerge.
– An initial proclamation regarding the Section 232 review of critical minerals also leaves tariffs on the table, but only after negotiations with e...