The recent US tariff restructuring on semiconductors is quietly reshaping the industry landscape. Tariff rates are being cut from 20% down to 15%, specifically designed to attract foreign tech companies and foreign direct investment into American soil. According to recent analysis, this move will drive a significant reshoring of America's semiconductor manufacturing sector.

Here's what matters: these fabrication plants take over 4 years minimum to complete. That's a massive timeline. The implication? We're looking at a medium-to-long-term supply chain transformation that could fundamentally alter semiconductor availability and pricing over the next several years. For crypto miners reliant on GPU and ASIC hardware, this policy shift could have downstream effects on equipment costs and supply stability.