Section 232 Semiconductor Tariff Report: What AI Infrastructure Buyers Must Model Now
7 min readThe Section 232 semiconductor tariff process reached a critical deadline on 14 April 2026. The US Trade Representative (USTR) and the Department of Commerce had a statutory deadline on 14 April 2026 to deliver a joint report to President Trump on the outcome of negotiations triggered by January’s Section 232 semiconductor proclamation. That report will …