How the Trump tariffs on Taiwan chips could hurt the AI trade — and the likes of Nvidia

Published On Nov 17, 2024, 10:30 AM

Donald Trump has suggested imposing tariffs on semiconductor imports from Taiwan as part of his approach to revitalize U.S. manufacturing and address the trade deficit. This move could potentially raise costs for tech companies, particularly those reliant on Taiwanese semiconductors like Nvidia and AMD, as these companies might pass on the tariff costs to consumers. This uncertainty reflects concerns about profit margins and the ability of the U.S. technology businesses to adapt to potentially higher prices for essential components, with reactions from industry experts indicating mixed opinions on the likelihood of these tariffs being enacted.