Trump White House

Fact Sheet: President Donald J. Trump Takes Action on Certain Advanced Computing Chips to Protect Americas Economic and National Security

Financial Times

White House sets tariffs to take 25% cut of Nvidia and AMD sales in China

Trump enacts 25% tariff on chips  with a caveat

Federal Register

Federal Register :: Revision to License Review Policy for Advanced Computing Commodities

Truth Social

Donald Trump

AInvest

Nvidia's China Gambit: A Geopolitical Tariff Trap?

Tech Wire Asia

Trumps AI chip policy whiplash: H200 exports approved, then hit With 25% tariff within 24 hours

ThinkingConservative

Trump Announces 25 Percent Tariff on Chips Not Used Domestically

Axios

Trump Tariff Nvidia Chips China

Metaculus

Chinese foundry with ≥20% of semi market?

Bloomberg

Jackson Hinkle

Fudzilla

SemiAnalysis

Robert Maire

Phelix Lee

Gina Raimondo

Christophe Fouquet

Mark LaPedus

Wccftech

Huawei Central

Zhang Pingan

Zephyr

Qingyuan Lin

"By banning the export of EUV, China will lag 10 to 15 years behind the West [in producing 5nm]."

“We don’t have any evidence that they [Chinese] can manufacture seven-nanometer at scale [let alone 5nm].”

"We will not get 3nm, and we will not get 5nm. It would be very, very good if we could solve 7nm."

“Quite unlikely, at least in the next five years.”

"Perhaps next year Pura/Mate smartphones and Matepad tablets could surprise consumers with a more powerful and efficient [5nm] Kirin chipset."

"If nothing changes with current restrictions, we expect Huawei and SMIC to have a true 5nm based chip in 2025 or 2026 with large scale AI chips not so long after."

"China may be able to produce 5nm chips by the end of [2025]."

“If SMIC is keeping pace, probably about two years [2025].”

"5nm chips have been in production since December 2024."

Will China Produce Any Volume of Functional 5nm Chips by 2026?

The Bureau of Industry and Security revised its license review policy for certain semiconductors to China and Macau from a presumption of denial to case-by-case review. Exporters must certify sufficient U.S. supply, adequate security procedures and third-party testing in the United States.

The Bureau of Industry and Security revised its license review policy for certain semiconductors to China and Macau from a presumption of denial to case-by-case review. Exporters must certify sufficient U.S. supply, adequate security procedures and third-party testing in the United States.

Chinese customs authorities reportedly told customs agents that Nvidia's H200 chips are not permitted to enter China, according to sources. Chinese officials also summoned domestic technology companies to meetings instructing them not to purchase the chips unless necessary.

Tom's Hardware

Reuters

Chinese customs authorities reportedly told customs agents that Nvidia's H200 chips are not permitted to enter China, according to sources. Chinese officials also summoned domestic technology companies to meetings instructing them not to purchase the chips unless necessary.

The H200 chip delivers roughly six times the performance of the H20 chip, making it highly attractive for large-scale training of advanced AI models. Chinese technology companies had placed orders for more than two million H200 chips priced at around $27,000 each.

The H200 chip delivers roughly six times the performance of the H20 chip, making it highly attractive for large-scale training of advanced AI models. Chinese technology companies had placed orders for more than two million H200 chips priced at around $27,000 each.

Analysts suggest Beijing's actions could be aimed at exerting leverage on Washington ahead of Trump's April visit to Beijing to meet with Xi Jinping. The White House factsheet warned the president may impose broader tariffs on semiconductor imports in the near future.

Analysts suggest Beijing's actions could be aimed at exerting leverage on Washington ahead of Trump's April visit to Beijing to meet with Xi Jinping. The White House factsheet warned the president may impose broader tariffs on semiconductor imports in the near future.

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Artificial Intelligence

The US-China Conflict

Trump imposes 25% tariff on Nvidia AI chips and others, citing national security

Trump imposes 25% tariff on Nvidia AI chips and others, citing national security

Trump Imposes 25% Tariff on Advanced AI Chips; China Blocks

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Trump Imposes 25% Tariff on Advanced AI Chips; China Blocks

Trump imposesImposes 25% tariffTariff on NvidiaAdvanced AI chipsChips; andChina others, citing national securityBlocks

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Maire

Zephyr

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