AMD BEIJING (Reuters) - U.S. chipmakers which outsource manufacturing will be exempt from China's retaliatory tariffs on U.S. imports, according to a notice by the main Chinese semiconductor association on Friday.
Given the highly specialized and multi-country nature of chip supply chains, there was uncertainty within the industry about how tariffs would be applied to chip imports.
NVDA After having dinner with NVIDIA CEO Jensen Huang at Mar-a-Lago, President Donald Trump decided to pause the planned restrictions on the export of NVIDIA’s H20 chips to China. the policy shift is linked to NVIDIA’s commitment to increase investment in AI data centers in the United States. The H20 is the most advanced AI chip that U.S. companies are legally allowed to export to China.