Insight: Tariffs in the Fog, AI Demand in the Cloud

Tariffs impact the semiconductor datacenter market amid AI growth. Explore short-term effects and long-term strategic implications on supply chains and demand.

Tariff has been the silent word in every semiconductor discourse. More so, in the fastest-growing semiconductor market, the datacenter. As of now, there is little clarity on how the policy will take shape in the near and long term. Although we see little impact in the short term for datacenter and cloud, as AI demand dominates any other consideration, disrupting the highly integrated and successful datacenter supply chain may not be without consequences. The insight explores the extent of the impact on the overall market and potential strategic, longer-term implications.