Hopper58 schreef op 12 april 2025 19:10:
It's getting complicated:
April 12, 2025 2:23 AM3 min read
Trump Tariff Wars: China's New Rule To Exempt Nvidia, Qualcomm And Others From Levies, But These Chip Companies Will Be Hit With 125% Tariffs
by Ananya Gairola Benzinga Staff Writer
On Friday, China's General Administration of Customs implemented a new rule that determines the country of origin for semiconductor products based on the location of wafer fabrication — not where the chips are designed, developed, or packaged.
What Happened: As a result of this development, chips designed by U.S.-based companies like Nvidia Corporation, Advanced Micro Devices, and Qualcomm Inc. but manufactured by foundries in Taiwan, such as Taiwan Semiconductor Manufactoring Co. Ltd and United Microelectronics Corporation, will be exempt from China's 125% retaliatory tariffs on U.S. imports, reported Tom's Hardware.
However, this rule delivers a blow to U.S. chipmakers like Intel Corporation and Texas Instruments, which fabricate their chips domestically.
InChina Semiconductor Industry Association (CSIA) issued a notice clarifying that the "country of origin" for all chips — packaged or unpackaged — will be bassed solely on where the wafers were processed.
Because China considers Taiwan part of its own territory, chips produced in Taiwanese fabs are not subject to the punitive tariffs, even if designed and sold by American firms.
The China Semiconductor Industry Association has issued an urgent notice regarding the rules for determining the "country of origin" of
Why It Matters: This change effectively divides U.S. semiconductor firms into winners and losers. Designers like Nvidia, AMD, Broadcom Inc. , and Qualcomm benefit from outsourcing production to Taiwan, which keeps their products tariff-free and their access to China intact.
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Meanwhile, chipmakers with U.S.-based fabrication operations—such as Intel's fabs in Arizona and Oregon and GlobalFoundries' Fab 8 in New York—are now disadvantaged.
www.benzinga.com/markets/25/04/447774...