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(Image credit: Getty / 400tmax) Share Share by: Copy link Facebook X Whatsapp Reddit Flipboard Share this article 2 Join the conversation Follow us Add us as a preferred source on Google In a new press release, the Trump Administration let it be known that it would apply a 25% tariff to Nvidia H200, AMD MI325X, among unspecified "advanced computer chips." This latest move partially reverses the administration's position of blocking the sale of said chips, at the time justified by concerns for national security and AI leadership.
The latest tariff's scope is extremely narrow and is purportedly pointed at promoting both domestic usage and the production of advanced chip technology. The White House's press release specifically mentions that the U.S. consumes 25% of the market, yet only produces 10%, and goes on to mention how the nation is dependent on the tech for military, energy, and medical uses, among others.
Importantly, the tariff does not apply to what can be summarized as domestic usage: stateside datacenters, R&D, startups, non-datacenter applications, and the public sector. The end result is that Nvidia and AMD's stateside customers won't pay the tariff, but anyone else will — apparently even American companies building datacenters abroad. The tariffs could also increase, as in 90 days' time, President Trump will hear again from the Secretary of Commerce to potentially make further adjustments.
Trump approves Nvidia H200 exports to China, with 25% fee attached
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/trump-introduces-25-percent-tariff-on-export-of-chips-including-nvidia-h200-amd-mi325x-figure-could-increase-in-the-future#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.