Washington is drawing up a much wider set of chip tariffs that would tax not just imported semiconductors but the gadgets built with them — bad news for Taiwan, US tech giants, and anyone buying electronics.

• The plan under discussion would cover laptops, game consoles, and data center servers, not just bare chips.
• Commerce Secretary Howard Lutnick favors tying a company's duty-free chip quota to how much chipmaking it builds in the US.
• Taiwan makes over 90% of the world's most advanced chips, so any levy lands hardest there — and on TSMC customers like Apple and Nvidia.
• Tech firms are lobbying hard for carve-outs for data centers, research, and consumer products, but officials are leaning the other way.
• TSMC has pledged $265 billion in Arizona, yet even when finished only about 30% of its leading-edge output would sit on US soil.

Outlook: Rates and exemptions are still unsettled, but a broad tariff would raise the cost of servers, PCs, and TVs and could slow the AI data center buildout long before American chip capacity catches up.