U.S. Action on Advanced Computing Chips and Semiconductor Security

The President signed a proclamation under Section 232 of the Trade Expansion Act of 1962. This law allows action when imports may affect national security.

The U.S. Secretary of Commerce and the U.S. Trade Representative were directed to negotiate or continue agreements with other countries to address risks related to semiconductor imports.

A 25% tariff was placed on certain advanced computing chips, including the NVIDIA H200 and AMD MI325X. The tariff does not apply to chips imported to support U.S. supply chain development or domestic manufacturing. Broader tariffs and incentive programs for U.S. manufacturing may be considered in the future.

At the moment this action may affect many industries that use advanced computing chips. This includes technology companies, semiconductor makers, electronics manufacturers, automotive companies, defense and aerospace, industrial manufacturing, and energy systems.

Any industry that depends on a steady and reliable supply of chips may see changes in cost, sourcing, or supply planning.

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