The US imposes 25% tariff on Nvidia's H200 AI chips headed to China

Group 1 - The Trump administration has announced a 25% tariff on certain advanced AI semiconductors, including Nvidia's H200 chips, which are set to ship to China [1] - The U.S. Department of Commerce has approved Nvidia to start shipping H200 chips to vetted customers in China, despite the tariffs [2] - Nvidia expressed support for the decision, highlighting the balance it strikes for the American chip industry and the demand for H200 semiconductors from Chinese companies [3] Group 2 - The Chinese government is drafting regulations on semiconductor imports, which may allow for the purchase of Nvidia's chips, indicating a potential shift in its stance on chip imports [7] - China aims to enhance its domestic semiconductor industry while not falling behind in the global AI race [6] - The U.S. currently manufactures only about 10% of the chips it requires, indicating a heavy reliance on foreign supply chains, which poses economic and national security risks [8][9]