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Datacenter construction costs may rise by 20%. Trump's tariffs have dealt a blow to the AI industry in the USA.
① The cost of AI construction not only includes chips, but also requires consideration of Building Materials, cooling equipment, and even backup Generators, all of which are affected by tariffs. ② Altman previously revealed that OpenAI is urgently researching how tariffs will impact the running costs of AI models. ③ "The supply cycle for all core components has long reached 24-36 months," industry insiders expect that the construction costs of Datacenters in the USA may rise by 15%-20%.
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Express News | U.S. Announces Probe Into Chip, Electronics Imports - CNBC
Prelude to increased tariffs? The Trump administration has initiated a Section 232 investigation into pharmaceuticals and Semiconductors.
① The USA government disclosed on Monday that it has launched an investigation into the impact of imported Pharmaceuticals and Semiconductors on National Security; ② This is widely seen as a prelude to imposing tariffs on prescription drugs and Semiconductors, and it could further escalate the trade war initiated by the USA.
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Shares of Chip Stocks Are Trading Higher Following President Trump's Decision to Implement a 90-day Pause on Reciprocal Tariffs for All Countries Except China.
Express News | Shares of Chip Stocks Are Trading Higher Following President Trump's Decision to Implement a 90-day Pause on Reciprocal Tariffs for All Countries Except China
Press Release: Amkor Technology to Announce First Quarter 2025 Financial Results on April 28, 2025
Amkor Technology to Announce First Quarter 2025 Financial Results on April 28, 2025
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