President Trump's potential plan to impose tariffs up to 100% on Taiwanese-made chips threatens significant ramifications for Nvidia, which heavily relies on TSMC for its semiconductor supply. Following a recent 17% drop in Nvidia's shares triggered by a competitor's AI model release, the imposition of such tariffs would add to the company's financial distress. Trump's speech highlighted concerns over US dependence on foreign semiconductor production, specifically targeting TSMC as US companies shift operations overseas.
The threat of US tariffs on Taiwanese semiconductors could significantly increase costs for Nvidia and other key customers like Apple and AMD.
Trump’s remarks on imposing tariffs aim at encouraging chip production to be brought back to the US, reflecting growing concerns over reliance on foreign manufacturers.
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