Commerce Secretary Howard Lutnick has warned Samsung and SK Hynix they could face 100% tariffs, framing it as a choice between paying a 100% tariff or building memory fabs in America...
Do tariff threats still matter? After being struck down, I thought the only new tariffs which could happen would have to be enacted by Congress? Or world that be a fun game where the new illegal tariffs would be on the books until the courts invalidate them again?
$20B is like pocket money at the scale the whole industry is moving.
It will only happen if the bottom doesn't fall out of the market for AI datacenters in the next few months.
It's coming up on a year since the crisis started and at every single point it's been "next few months"
Sometime I wish China had capacity to manufacture RAM. They would build fab within 1 year..
Am I missing something?
https://techwireasia.com/2026/04/chinese-memory-chips-ymtc-c...
https://wccftech.com/another-chinese-dram-maker-breaks-into-...
They do, it’s called CXMT and they are making RAM under contract for Corsair
Commerce Secretary Howard Lutnick has warned Samsung and SK Hynix they could face 100% tariffs, framing it as a choice between paying a 100% tariff or building memory fabs in America...
Punishing instead of supporting.
Do tariff threats still matter? After being struck down, I thought the only new tariffs which could happen would have to be enacted by Congress? Or world that be a fun game where the new illegal tariffs would be on the books until the courts invalidate them again?
Who cares about America. American tech bros created the problem.
Also YMTC.