{"id":371610,"date":"2026-01-15T15:59:07","date_gmt":"2026-01-15T15:59:07","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/371610\/"},"modified":"2026-01-15T15:59:07","modified_gmt":"2026-01-15T15:59:07","slug":"trump-imposes-25-tariff-on-nvidia-ai-chips-and-others-citing-national-security-nvidia","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/371610\/","title":{"rendered":"Trump imposes 25% tariff on Nvidia AI chips and others, citing national security | Nvidia"},"content":{"rendered":"

Donald Trump<\/a> on Wednesday imposed a 25% tariff on certain AI<\/a> chips, such as the Nvidia<\/a> H200 AI processor \u200band a similar semiconductor from AMD called the MI325X, under a new national security order released by the White House.<\/p>\n

The proclamation follows a nine-month investigation<\/a> under \u200csection 232 of the Trade Expansion Act of 1962 and targets a number of high-end semiconductors meeting certain performance benchmarks and devices containing them for import duties. The action is part of a broader effort to create incentives for chipmakers to produce more semiconductors in the US and decrease reliance on chip manufacturers in places such as Taiwan.<\/p>\n

\u201cThe United States currently fully manufactures only approximately 10 percent of the chips it requires, making it heavily reliant on foreign supply chains,\u201d the proclamation said, adding that the reliance was a \u201csignificant economic and national \u200csecurity risk\u201d.<\/p>\n

The White House said in a fact sheet that the tariffs would be narrowly focused and would not apply \u200bto chips and derivative devices imported for US datacenters \u2013 a huge consumer of AI chips \u2013 startups, non-datacenter consumer applications, non-datacenter civil industrial applications and US public sector applications.<\/p>\n

Howard Lutnick, the US commerce secretary, has broad discretion to apply further exemptions, according to the proclamation.<\/p>\n

Shares of Nvidia<\/a>, AMD and Qualcomm traded slightly lower in after-hours trading.<\/p>\n

Trump \u200din December said he would slap tariffs on Chinese semiconductor imports over Beijing\u2019s \u201cunreasonable\u201d pursuit of chip industry dominance, but delayed the action until June 2027.<\/p>\n

That move followed a year-long \u201cSection 301\u201d unfair trade practices investigation<\/a> into China\u2019s exports of \u201clegacy\u201d, or older-technology chips to the US, launched by former president Joe Biden\u2019s administration.<\/p>\n

Questions had swirled about the universe of products containing chips that would be \u2060hit by the tariffs, the tariff rates, and whether any countries, products or companies would be exempt. Wednesday\u2019s announcement, coupled with the news from December, suggests a \u200dlight touch from the administration on chip imports, for now.<\/p>\n

Trump last year announced he would allow Nvidia to sell H200 chips<\/a> to China in exchange for a cut of the sales of \u200cthose chips. Legal \u200cexperts questioned<\/a> whether such an arrangement would violate the US constitution\u2019s ban on taxing exports.<\/p>\n

The Trump administration this week required<\/a> that China-bound chips make a detour from Taiwan, where they are made, through the United States for testing by a third-party lab. When the chips enter the United States, they are subject to the 25% tariff announced on Wednesday.<\/p>\n

Nvidia did not immediately respond to a request for comment.<\/p>\n

\u201cWe comply with all US export control laws and policies,\u201d AMD said in a statement.<\/p>\n

Trump has deployed an \u2060array of tariffs aimed at bolstering \u2060US manufacturing, announcing in September sweeping \u200bnew import tariffs, including 100% duties on branded drugs and 25% levies on heavy-duty trucks, triggering fresh trade uncertainty after a period of relative calm.<\/p>\n

In April, the Trump administration<\/a> announced investigations into imports of pharmaceuticals and semiconductors as part of an effort to impose tariffs on them, arguing that extensive reliance on their foreign production poses a national security threat.<\/p>\n

While US companies \u200dlike Nvidia, AMD and Intel design many of the most widely used chips, most are made overseas, many by Taiwan Semiconductor Manufacturing Co. TSMC did not immediately respond to a request for comment and the Semiconductor Industry Association also could not immediately be reached.<\/p>\n

Trump, in the near future, may also impose broader tariffs on imports of semiconductors and their derivative products to incentivize domestic manufacturing, according \u200bto the fact sheet.<\/p>\n

An annex to the order clarifies that any 25% tariff imposed on semiconductors \u200dunder the order would not be stacked on top of the other tariffs imposed by the Trump administration under other section 232 orders. They would be exempt from duties on copper, aluminum and steel, auto \u200band truck parts.<\/p>\n","protected":false},"excerpt":{"rendered":"Donald Trump on Wednesday imposed a 25% tariff on certain AI chips, such as the Nvidia H200 AI…\n","protected":false},"author":2,"featured_media":371611,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[554,733,4308,86,56,54,55],"class_list":{"0":"post-371610","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-technology","12":"tag-uk","13":"tag-united-kingdom","14":"tag-unitedkingdom"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/371610","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=371610"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/371610\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/371611"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=371610"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=371610"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=371610"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}