On January 15th, the White House released a briefing stating that on January 14th, Trump imposed a 25% tariff on some advanced computing chips, including Nvidia H200AI chips and AMD MI325X chips!

The White House statement stated that the imposition of tariffs is based on Section 232 of the Trade Expansion Act of 1962, aimed at "responding to national security threats". The United States consumes approximately a quarter of the world's semiconductor products, but chips produced entirely in-house only account for about 10% of demand.

Semiconductor products used in data centers, research and development, maintenance, and public sectors will not be affected. Passenger cars, light trucks, medium and heavy vehicles, steel, copper and aluminum products that have already been subject to tariffs will not be subject to repeated tariffs.

Tariff policy is the core tool for the United States to promote the return of its manufacturing industry. Analysis suggests that the new measures will reshape the global semiconductor industry layout and supply chain, and significantly increase production costs in the United States.

On April 14th last year, the Bureau of Industry and Security, a subsidiary of the US Department of Commerce, launched a national security investigation into imported semiconductors and their derivatives, imported drugs, and pharmaceutical ingredients under the authority granted by Section 232 of the Trade Expansion Act of 1962.

The United States consumes about a quarter of the world's semiconductors, but currently only manufactures about 10% of the chips it needs, making it heavily dependent on overseas supply chains, "Trump said in a statement, stating that this dependence poses" significant economic and national security risks.

Trump used "national security" as an excuse in the announcement, but in front of reporters, he accidentally told the truth.

These chips are not at the highest level, but they are very good, "Trump told reporters at the signing ceremony that day." China wants them, and others want them too. We will get 25% of the revenue from the sale of these chips, that's how it is

But the question now is, will China still pay for Nvidia chips? "The New York Times previously stated that the H20 chip is a" special supply castrated version "chip designed specifically for the Chinese market and is currently the most advanced model approved for export by Washington, but more and more Chinese buyers are unwilling to pay for it. Huang Renxun recently admitted that he is unsure whether China will accept H200.

White House AI chief David also admitted to Bloomberg that China has rejected the US H200 chip, "obviously they don't want these, I think the reason is that they want semiconductor independence

At present, Chinese companies are striving to launch domestically produced AI chips that can replace Nvidia and seize the market share that Nvidia once dominated.

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