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."

"The US can't stop Huawei and SMIC from making progress in chip technology, in fact, they already have the machines to get to 5 nanometers [by 2026]."

"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 Trump administration announced a new 25% tariff on certain semiconductors, including NVIDIA's H200 and AMD's MI325X, on Wednesday, affecting advanced computing chips entering the U.S. but not for use in its domestic market.

The Trump administration announced a new 25% tariff on certain semiconductors, including NVIDIA's H200 and AMD's MI325X, on Wednesday, affecting advanced computing chips entering the U.S. but not for use in its domestic market.

A White House fact sheet clarified that the levy would not affect chips imported to the U.S. to support either the buildout of the country's technology supply chain or its domestic manufacturing capacity to produce semiconductor derivatives.

A White House fact sheet clarified that the levy would not affect chips imported to the U.S. to support either the buildout of the country's technology supply chain or its domestic manufacturing capacity to produce semiconductor derivatives.

The document justifies the measure by citing national security concerns under Section 232 of the Trade Expansion Act of 1962, stating that the U.S. lacks sufficient capacity to produce the semiconductors "essential" to U.S. interests, and that the tariff would help incentivize domestic production and reduce reliance on imports.

The document justifies the measure by citing national security concerns under Section 232 of the Trade Expansion Act of 1962, stating that the U.S. lacks sufficient capacity to produce the semiconductors "essential" to U.S. interests, and that the tariff would help incentivize domestic production and reduce reliance on imports.

The imposition of the duty follows the <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.verity.news/story/2026/trump-approves-nvidia-h-ai-chip-exports-to-china">Bureau of Industry and Security's (BIS) approval of the sale of H200 chips and their equivalent to China</a> earlier this week, with the body shifting its export licensing policy from a presumption of denial to a case-by-case review.

The imposition of the duty follows the Bureau of Industry and Security's (BIS) approval of the sale of H200 chips and their equivalent to China earlier this week, with the body shifting its export licensing policy from a presumption of denial to a case-by-case review.

One of the BIS's conditions was that China-bound chips must first be laboratory tested in the U.S. before being exported. Under the administration's new scheme, these chips would be subject to the 25% tariff upon entering the U.S. for testing, impacting companies like NVIDIA, whose H200 chip is produced in Taiwan.

One of the BIS's conditions was that China-bound chips must first be laboratory tested in the U.S. before being exported. Under the administration's new scheme, these chips would be subject to the 25% tariff upon entering the U.S. for testing, impacting companies like NVIDIA, whose H200 chip is produced in Taiwan.

U.S. President Donald Trump first announced that the U.S. would collect a 25% cut of all chips sold to China in December, 2025, with the White House warning on Wednesday that the president could impose broader tariffs on semiconductors "in the near future."

U.S. President Donald Trump first announced that the U.S. would collect a 25% cut of all chips sold to China in December, 2025, with the White House warning on Wednesday that the president could impose broader tariffs on semiconductors "in the near future."

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Financial Times #

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Federal Register #

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Tech Wire Asia #

ThinkingConservative #

Axios #

Metaculus #

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

Tom's Hardware #

Reuters

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.

Artificial Intelligence

The US-China Conflict

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

United States of America

Politics

Imposing a 25% tariff on semiconductors not built for the U.S. market is a crucial measure for national security. As it stands, the U.S. lacks the industry to construct the number of chips required to maintain its military, technological and economic power. Leveraging tariffs will solve this conundrum by incentivizing domestic chip production and reducing American reliance on foreign sources.

Imposing a 25% tariff on semiconductors not built for the U.S. market is a crucial measure for national security. As it stands, the U.S. lacks the industry to construct the number of chips required to maintain its military, technological and economic power. Leveraging tariffs will solve this conundrum by incentivizing domestic chip production and reducing American reliance on foreign sources.

While the Trump administration may have lofty ambitions for this tariff in the long run, in the short to medium term, it will throw the semiconductor industry and its supply chains into chaos. The tax will cause decisive pricing complications for technology companies and data centers in the Asia-Pacific region, while undercutting the competitiveness of U.S. chips in the Chinese market.

While the Trump administration may have lofty ambitions for this tariff in the long run, in the short to medium term, it will throw the semiconductor industry and its supply chains into chaos. The tax will cause decisive pricing complications for technology companies and data centers in the Asia-Pacific region, while undercutting the competitiveness of U.S. chips in the Chinese market.

There is a 70% chance that any Chinese semiconductor foundry will have 20% or more global semiconductor market share before 2033, according to the Metaculus prediction community.

There is a 70% chance that any Chinese semiconductor foundry will have 20% or more global semiconductor market share before 2033, according to the Metaculus prediction community.

Trump Imposes 25% Tariff on Advanced AI Chips

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

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Lee

Central

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Trump Imposes 25% Tariff on Advanced AI Chips

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

The Spin

Metaculus Prediction

The Controversies

Fouquet

Raimondo

Lee

Central

SemiAnalysis

Fudzilla

Hinkle

Maire

Zephyr

Go Deeper

Articles on this story

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