US EditionTrump imposes 25% tariff on imports of some AI chips
The 25% tariff targets advanced AI chips to reduce foreign reliance as the US manufactures only 10% of needed semiconductors, aiming to boost domestic production under national security grounds.
- On Jan. 14, President Donald Trump signed an executive order imposing a 25% tariff on semiconductors not used domestically, according to a White House fact sheet.
- The move stems from a Section 232 trade investigation invoking national security authority under the Trade Expansion Act of 1962, and the administration framed the tariff as boosting US leadership in AI.
- A White House fact sheet said the tariff targets Nvidia's H200 and AMD's MI325X, applies to transshipped chips, and exempts imports supporting the US technological supply chain with unclear criteria.
- The White House warned the president may impose broader semiconductor tariffs in the near future; Nvidia did not respond to CNN, and AMD said it complies with U.S. export controls.
- The move places chip giants, especially Nvidia, in the middle of US-China trade tensions after earlier tariff signals , with Trump relying on a Section 232 investigation.
113 Articles
113 Articles
5 AI Chip Stocks Most Exposed to Trump's New 25% Tariff
Quick Read Taiwan Semiconductor (TSM) surged 8% on earnings as Trump announced 25% AI chip tariffs. TSMC manufactures 90% of advanced chips from Taiwan. NVIDIA (NVDA) and AMD (AMD) manufacture all AI chips through TSMC in Taiwan. Both face margin compression without pricing power for 25% cost increases. Qualcomm and Apple face lower exposure than pure AI chipmakers. Qualcomm makes mobile chips while Apple only consumes chips internally. Are …
Trump sets 25% tariffs on 'advanced' chips, previews broader duties
President Trump on Wednesday imposed 25% tariffs on some "advanced" semiconductors, with broad exceptions for equipment purchased for domestic use, signing a proclamation that says the administration expects to expand the tariffs to cover a much broader universe of imports, "at a rate of duty that is significant," following additional trade negotiations. Trump’s Jan. 14 proclamation follows a national security-focused investigation into semicond…
Trump administration imposes a 25 percent tariff on high-end chips
President Trump has signed a proclamation imposing a 25 percent tariff on “certain advanced computing chips,” the White House has announced. As The New York Times notes, the administration previously threatened much bigger and broader tariffs for chips. Trump even said that he was going to impose a 100 percent tariff on companies unless they invest on semiconductor manufacturing in the United States. The new tariff will only affect advanced chip…
US President Trump has imposed 25 percent tariffs on certain computer chips, while the Chinese government is also intensifying its efforts with regard to semiconductors.
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