U.S. Semiconductor Policy Inflection: Targeted Section 232 Tariffs, BIS Rule Shift, and Taiwan Reshoring Push
In January 2026, the United States combined narrowly scoped Section 232 tariffs on select advanced AI logic chips with a BIS licensing-policy shift and a U.S.–Taiwan deal aimed at expanding U.S.-based semiconductor capacity. The measures appear structured to preserve negotiating leverage for broader future tariffs while managing near-term trade and diplomatic dynamics with China.