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However, Big Tech stocks like Microsoft and Meta have dropped in the last year as those companies pour billions of dollars into building AI infrastructure.The semiconductor industry accounts for nearly a third of the S&P 500’s market value, according to Stifel, an investment bank. Chip and tech hardware stocks account for nearly 45% of the Nasdaq 100’s.The Micron Technology offices in San Jose, California, US, on Thursday, April 18, 2024. Micron Technology Inc., the largest US maker of computer-memory chips, is poised to get $6.1 billion in grants from the Commerce Department to help pay for domestic factory projects, part of an effort to bring semiconductor production back to American soil. Photographer: 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Stocks Reverse Early Gains, Micron Drops 3% as Trump Administration Plans New Semiconductor Tariffs","url":"https://stock-news.laohu8.com/highlight/detail?id=2662084031","media":"TradingKey","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662084031?lang=en_us&edition=fundamental","pubTime":"2026-08-28 00:02","pubTimestamp":1787846571,"startTime":"0","endTime":"0","summary":"The Trump administration is considering launching a new round of broad semiconductor tariffs, potentially expanding the scope from chips themselves to chip-containing products such as laptops, gaming consoles, and data center servers. The core contradiction of this policy is that while the U.S. seeks to drive the reshoring of semiconductor manufacturing, it simultaneously relies heavily on imported high-end chips to build AI data centers. 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Says Memory Is a Key Constraint. What It Means for Micron Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2662089873","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662089873?lang=en_us&edition=fundamental","pubTime":"2026-08-27 22:53","pubTimestamp":1787842421,"startTime":"0","endTime":"0","summary":"Micron Technology ($MU) stock is in focus after Nvidia ($NVDA) said memory supply is now a key limit on its AI growth. 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