21世纪经济报道·2026-01-15 03:31Core Viewpoint - The U.S. government will impose a 25% import tariff on certain semiconductor products, including Nvidia's H200 chip and AMD's MI325X AI accelerator chip, starting from the 15th of this month, citing national security concerns [1]. Group 1: Tariff Details - The tariff is based on Section 232 of the Trade Expansion Act of 1962, aimed at addressing national security threats [1]. - Approximately 25% of global semiconductor products are consumed by the U.S., but only about 10% of the chips are produced domestically [1]. - The U.S. semiconductor capacity is insufficient to meet both defense and growing commercial demands, creating significant economic and national security risks due to reliance on foreign supply chains [1]. Group 2: Exemptions and Future Actions - Semiconductor products used in data centers, research, maintenance, and public sectors are exempt from the new tariffs [1]. - Products already subject to tariffs, such as passenger cars, light trucks, heavy-duty vehicles, steel, and aluminum, will not face double tariffs [1]. - If exporters do not reach an agreement with the U.S. within 180 days following the announcement, further measures may be taken by President Trump to adjust imports [1]. Group 3: Broader Trade Implications - Recent tariff measures by the Trump administration, including those on pharmaceuticals and heavy trucks announced in September 2025, have led to increased trade uncertainty [1].