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25% AI Chip Tariff Hits NVDA, AMD 01/15/26

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25% AI Chip Tariff Hits NVDA, AMD 01/15/26

Key Stories:

  • In a significant move impacting the semiconductor sector, former President Donald Trump has imposed a 25% tariff on imports of certain advanced AI chips. This new national security order specifically targets high-end semiconductors, including Nvidia’s H200 chip and a rival product from AMD, the prominent AI chip designers. The administration cites a reliance on foreign supply chains, with the U.S. currently manufacturing only about 10% of the chips it requires, as a “significant economic and national security risk.” Notably, shares in Nvidia, AMD, and Qualcomm, the major chipmaker, edged lower in after-hours trading following this announcement. The new levy applies to chips like the Nvidia H200, which, if China-bound from Taiwan, must now first detour to the U.S. for testing and then face the 25% tariff upon entry. Investors will be closely watching how this impacts supply chain dynamics, chip pricing, and the broader semiconductor industry’s profitability, especially as Taiwan is also in talks to potentially reduce overall tariffs on its goods to the U.S. Read more

    • Keywords: market, trading

    The post 25% AI Chip Tariff Hits NVDA, AMD 01/15/26 first appeared on Rapid Money Radio.

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