Taiwan Tariffs Don't Hit NVIDIA's AI Gear Yet, But Future Chip Taxes May Come
New tariffs on Taiwan haven't hurt NVIDIA's AI parts yet, but things could change if the US chooses to set chip taxes later. Big firms from Taiwan like Foxconn, Wistron, and Quanta make a lot of NVIDIA's AI stuff. Any tax on them is a big worry for the AI market.
The Current Tariff Situation
Reports say the new 20% tariffs on Taiwan skip things like chips, tech stuff, and AI servers. These tariffs touch just about 25% of what Taiwan sends to the US. This gives NVIDIA and AMD some short peace. But this break might not last.
Section 232 A Major Risk for Chip Makers
The main worry comes from Section 232, part of US trade law that can block goods seen as risks to safety. The US is looking at this right now, and both chips and AI gear are on the risk list. This could lead to big taxes later.
Potential Outcomes and Trade Negotiations
If taxes come with Section 232, they could be 20% to 50%. Such a tax would hit NVIDIA's money and raise the cost of AI gear a lot.
This point shows how key trade talks are between the US and Taiwan. The US wants more money from Taiwan into its own chip work, more than the $165 billion TSMC said it would put in. There are whispers that Intel might join a trade deal, which shows the US wants more from Taiwan's chip skills.
How this trade link grows will be key, as heavy chip taxes could stay a big thing for the global AI supply chain in days to come.
