tech
January 15, 2026
The US imposes 25% tariff on Nvidia’s H200 AI chips headed to China
The Trump administration formalized its 25% cut of H200 chip sales in China with a tariff that applies to certain semiconductors.
TL;DR
- A 25% tariff has been imposed on certain advanced AI semiconductors that are produced outside the U.S. and then transited through the U.S. before export.
- The tariff applies to chips like Nvidia's H200 and AMD's MI325X.
- Nvidia supports the tariff, stating it allows the U.S. chip industry to compete and maintain manufacturing jobs.
- The tariff does not apply to chips imported and used within the U.S. for research, defense, or commercial purposes.
- China is reportedly developing regulations to govern overseas semiconductor purchases, potentially allowing some imports of chips like Nvidia's H200.
- The U.S. relies heavily on foreign supply chains for approximately 90% of its chip needs, posing economic and national security risks.
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