nvidia

The United States, under President Donald Trump, has introduced a new 25% tariff on select high-end semiconductor imports, including Nvidia-designed chips manufactured in Taiwan. This tariff is part of a controversial deal that allows Nvidia to export its most advanced AI processors, the H200, to China.
According to confidential sources, the tariff will apply immediately upon the chips’ arrival on U.S. soil—before they are shipped to Chinese clients.

More Than Just Technology at Stake

Nvidia relies on Taiwan Semiconductor Manufacturing Company (TSMC) for producing the H200. The deal, approved by the Trump administration in December, gives the green light to export these AI chips to China—but only in exchange for an additional trade tax.
At the signing ceremony, Trump stated that the 25% tariff “is not the highest, but it’s a very good level,” adding that strong demand from Asia will ensure significant revenue for the U.S. He also admitted the tariff specifically targets a narrow set of semiconductors critical to U.S. AI and tech strategy.

Strategic Exceptions and More Tariffs on the Horizon

The White House also released a fact sheet suggesting that more tariffs and domestic manufacturing incentives may be announced soon. Besides Nvidia’s H200, AMD’s MI325X chip is also included in the new tariff list.
While some Taiwan-made semiconductors remain exempt from a previous 20% import tariff, the new measure selectively targets components with national security or strategic implications—especially those with applications in AI and defense.

Exporting Chips Will Be Slow and Complex

Trump’s decision came just after the Department of Commerce’s Bureau of Industry and Security (BIS) eased licensing rules for H200 chip exports to China. However, analysts warn that Nvidia still faces a lengthy export license process that may take weeks or even months.
Speculation has also emerged that Trump’s team demanded an additional fee in exchange for export approval. It's currently unclear when the full approval process will be finalized or if geopolitical tensions will complicate matters further.

Talks With Taiwan and Tech Giants Continue

Negotiations between the U.S., Taiwan, and leading chipmakers are currently stalled. Nevertheless, the U.S. Trade Representative is expected to submit a new import framework within 90 days to support both strategic chip sourcing and domestic chip manufacturing efforts.

#TRUMP , #TrumpTariffs , #china , #NVIDIA , #AI

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The United States has approved limited exports of Nvidia’s H200 AI chips to China, but under a newly tightened regulatory framework aimed at protecting U.S. national security and preserving America’s technological edge in artificial intelligence.
Under the new rules, the chips must undergo testing at an independent external laboratory before shipment to verify their AI performance. In addition, Chinese buyers may receive no more than 50% of the total number of H200 chips sold to U.S. customers.

New Requirements for Nvidia and Chinese Buyers
The regulations introduce conditions that did not previously exist. Nvidia must demonstrate that it has sufficient H200 supply within the United States, ensuring domestic demand is not affected. Chinese companies purchasing the chips must prove they have adequate security safeguards in place and formally commit that the chips will not be used for military purposes.
President Donald Trump said last month that he would allow chip sales provided the U.S. government received a 25% fee. The proposal drew criticism from both political parties, with opponents warning that the chips could strengthen China’s military capabilities and undermine U.S. leadership in AI technologies.

A “Compromise” That May Be Hard to Enforce
Jay Goldberg, an analyst at Seaport Research, described the export limits as a compromise solution. While they place some controls on Nvidia’s sales to China, he cautioned that effective monitoring and enforcement could prove difficult.
Goldberg noted that companies have repeatedly found ways to access restricted chips and said the U.S. government’s export strategy appears highly transactional—more like a temporary patch than a coherent long-term policy, masking deeper gaps in U.S. export controls.

Chinese Demand Far Exceeds Supply
According to reports last month, Chinese technology firms have already ordered more than 2 million H200 chips, priced at roughly $27,000 per unit. That figure far exceeds Nvidia’s current availability of about 700,000 chips.
At the CES trade show in Las Vegas last week, Nvidia CEO Jensen Huang said the company is ramping up production of the H200. He added that strong demand from China and other markets is driving up rental prices for H200 chips already operating in cloud data centers.

Warnings About Boosting China’s AI Capabilities
Saif Khan, who served as director for technology and national security at the White House National Security Council during President Joe Biden’s administration, warned that the new rule could significantly accelerate China’s AI programs.
According to Khan, the policy could allow China to acquire around two million advanced AI chips—roughly equivalent to the computing capacity currently held by a typical U.S. AI company. He also cautioned that the administration will face challenges enforcing “know your customer” requirements intended to prevent Chinese cloud providers from supporting illicit activities.

A Shift From the Biden-Era Policy
These concerns led the Biden administration to fully block exports of advanced AI chips to China. The Trump administration, however—guided by White House AI chief David Sacks—believes that controlled sales could actually discourage Chinese competitors, such as Huawei, from accelerating efforts to match cutting-edge chip designs from Nvidia and AMD.
When Trump announced the policy shift last month, he emphasized that exports would proceed “under conditions that preserve strong national security.”

Open Questions on Enforcement and Beijing’s Approval
Major uncertainties remain. It is unclear how strictly the restrictions will be enforced, or whether Beijing will ultimately approve the imports. Past smuggling operations worth $160 million highlight the significant enforcement challenges involved.
Recent reports suggest the U.S. has begun an internal review that could lead to the first shipments of H200 chips to China in the near future, marking an early test of Washington’s revised export strategy amid intensifying global competition over artificial intelligence.

#china , #AI , #NVIDIA , #worldnews , #TRUMP
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Под действие новых импортных пошлин США подпали в том числе высокопроизводительные чипы #NVIDIA , произведенные на Тайване и предназначенные для поставок на китайский рынок. Это произошло вскоре после того, как американские власти выдали компании разрешение на экспорт данной продукции в Китай, однако с рядом существенных условий.
Президент США Дональд Трамп подписал указ о введении 25-процентной пошлины на импорт «определенных передовых полупроводников», которые используются в разработках в области искусственного интеллекта. Новая мера стала частью более широкой стратегии по контролю за распространением критически важных технологий и защите национальной безопасности Соединенных Штатов.
В официальном бюллетене Белого дома подчеркивается, что пошлины направлены исключительно на нейтрализацию потенциальных угроз безопасности и не будут распространяться на микросхемы, импортируемые с целью поддержки развития американской технологической цепочки поставок. Также отмечается, что исключения сделаны для продукции, способствующей укреплению внутренних производственных мощностей США в сфере выпуска производных полупроводников.
Согласно указу, под новые тарифы подпадают, в частности, такие чипы, как Nvidia H200 и AMD MI325 — решения, активно применяемые в вычислениях для искусственного интеллекта и центров обработки данных. Как сообщает издание Axios, данный шаг является частью компромиссного соглашения между властями США и Nvidia. В его рамках компания получает право поставлять в Китай продукцию, произведенную на Тайване, однако обязуется перечислять 25% выручки от этих продаж в бюджет Соединенных Штатов. Разрешение на экспорт было выдано Nvidia буквально накануне вступления пошлин в силу.
В самой Nvidia положительно оценили решение администрации Трампа. Представители компании заявили, что принятые меры позволяют ей сохранять конкурентоспособность на глобальном рынке и назвали соглашение «взвешенным компромиссом», который в долгосрочной перспективе принесет выгоду американской экономике и технологическому сектору.
Компания #AMD , чья продукция также подпала под действие указа, в свою очередь подчеркнула, что строго соблюдает действующее законодательство США в сфере экспортного контроля и продолжит работать в рамках установленных регуляторных требований.

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