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AI & Enterprise

Trump semiconductor tariffs put U.S. AI on alert; data center projects could lose 20 percent

The Trump administration is reviewing new tariffs on semiconductors and a broad range of chip-containing products, raising concerns that the U.S. AI industry could be hit directly. The proposal could cover derived products such as game consoles and data center servers, and possibly used or refurbished goods. Industry groups warn it could raise supply chain costs, delay or cancel data center projects, and push investment overseas while also lifting prices for everyday devices and slowing new AI products.

Industry

Sony, TSMC to set up $4.69 billion image sensor joint venture in Japan

Sony Group and Taiwan\'s TSMC will set up a $4.69 billion joint venture in Koshi, Kumamoto prefecture, to produce next-generation smartphone image sensors. The partners signed a binding final agreement to establish Advanced Vision Semiconductor Manufacturing. Sony will control management through its chip unit Sony Semiconductor Solutions. Total investment is 747 billion yen, with TSMC funding to be deployed in stages. The venture also depends on sufficient support from the Japanese government.

Industry

U.S. to impose 15 percent tariff on polysilicon, key material for chips and solar

The United States will introduce minimum import prices and a 15 percent tariff on polysilicon, a key input for semiconductors and solar panels, to curb China-led supply chains and bolster domestic manufacturing. Minimum prices will apply to polysilicon, ingots, wafers, solar cells and modules, with the measures due to take effect on Dec. 4. The White House also allows the Commerce Department to create incentives supporting investment in U.S. production facilities.