Trump’s Trade Policy, including The steep tax rate on Chinese imports and solid export controlThere is a great deal of difficulties greatly fake. These measures have Raise costs, global supply chain, and create uncertaintyCompanies affects such as NVIDIA and the vast financial market.
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Taxes and AI provide chain
On April 12, 2025, Trump storm forced a 125% of the Tax Rate of China’s Good Products, Plus 20% Customized TaxesAdd a significantly increased cost for AI ingredients such as semiconductors and electric appliances. Unlike other partners, which receives 90 holiday tariffs in 10%China faces these rates without delays. While semiconductors and electric items were temporarily except From the tariff of 125%, 20% fentanyl tariffs remain, and a National Security Investigation Into the semiconductor import machine may introduce new levels. China’s 125% tariff on our goods and restrictions Key mineralSuch as gallium, additional complex supply chain. AI Corporation Now Reconfiguring the supply chain To seek an option or investment supplier Domestic outputThe process requires time and capitalism, potential to develop the development of late and complicated products.
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Nvidia’s $ 5.5 billion to
NVIDIA, AI chip maker leads, reported US $ 5.5 billion on April 15, 2025, after us Its export constraints to its H20 AI chip to China Have been in effect on 9 April, 2025. H20 chip, designed to follow previous control, now need No Export License To prevent its use in Chinese supecomputers to use potential military use. Nvidia’s stock falls 6.9% on April 16, 2025, reflective Investor’s anxiety on lost income From China, key market. On April 14, 2025, Nvidia announced a US $ 500 in Infrastructure in the Infrastructure of the United States To bolster domestic production.
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Rise market effects
The AI industry fight has read back through the financial market earlier this month. April 1625, 2025, S & P 500 2.37.70, and NASDAQ drops up to 16,307.16, by ride by the chip sector. The cost of promoting value $ 5.5 billion US dollars and US dollars. Federal Resururn Warning about Inflation of a County And Economic glory Error investor’s confidence.
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Consequences for AI development
US exports and control of the exports, including 125% residual tax rate and 20% of Chinese goods, risks Slow down AI progress by composition and restrict access to market access like China. Some argue that will limit the export of GPUs of GPUs, such as the Chinese Threat of China, as if Deepseek may be on the chip. However, the V3 and R1 model of Deepseek, received additional 2,000 A100s, showing the most effective version of the 10,000 A100s. Chinese AI Industry, Bolsted by Support State And House chips like Huawei’s upIt is a growing threat of growing competition, threatening the global market share. While intended to limit the China’s AI progress, these policies may be useful to the United States with an important and increasing coverage.
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Industrial response
AI company is adapting to trade landscapes. On April 17, 2025, Jvidia’s Huang’s CEO CEO, including the new Arizona semiwan authorities, including a new Arizona Generation Production However, national security investigation in the Semiconductor Import, respect of today, signal New Tariffs with PotentialMaintain industries on the edges.
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Source: The New York Times, Dr., Administrator, Yahoo! News