The Source

Trump’s administration greenlights Nvidia and AMD chip exports to China in exchange for a 15% revenue cut, while global semiconductor market growth remains strong.

President Trump proposes a 100% tariff on imported semiconductors, with exemptions for firms investing in U.S. production. At the same time, Apple responds by expanding its domestic investment to $600 billion through the American Manufacturing Program.

The U.S. imposed new tariff duties on imported goods, including semiconductors and raw materials, while negotiating carve‑outs for manufacturing equipment under trade deals with South Korea, Malaysia, and the EU.