Trump introductory wars: the new Chinese new base for NVIDIA and Qualcomm and other fees, but these chips will strike 125 % of the customs tariff – Broadcom (Nasdaq: AVGO), and advanced fine devices (Nasdaq: AMD)

On Friday, the General Administration of Customs in China carried out a new base that defines the country of origin for semiconductor products based on the chip -making site – not the place where the chips are designed, developed or packaged.

What happened: As a result of this development, the US -based companies are similar Nafidia Company Nvdaand Advanced small devices AMDAnd Qualcomm Inc. Qcom But it was manufactured by the Mascak in Taiwan, like Taiwan SemiDUCTOR Manufacturing Co. Ltd TSM and United Microelectronics Corporation UMCIt will be exempted from the 125 % revenge definitions on American imports, I mentioned Tom devices.

However, this rule provides a blow to American chip makers like Intel company Intcand Globalfoundries GFSAnd Texas tools TXNAnd that make their chips locally.

Products from these companies will now face the greatest burden of import tariffs in China, which greatly affects their competitiveness in the Chinese market.

See also: Qualcomm expands the aspirations of artificial intelligence with the Improvised IQ section of Vinai

The Chinese Semiconductor Industry Association (CSIA) issued a notice that shows that the “country of origin” for all chips – packed or unpacked – will be based only on the place where the chips are treated.

Since China considers Taiwan part of its private lands, the chips produced in the Taiwanese armed forces are not subject to punitive definitions, even if they are designed and sold by American companies.

Why do it matter: This change effectively divides the American semiconductor companies into the winners and losers. Designers like Nvidia, AMD, Broadcom Inc. AVGOAnd Qualcomm benefits from production to use external sources to Taiwan, whose products remain free from customs tariffs and reach China intact.

Meanwhile, the chips with the US-based manufacturing operations-such as Fobs Intel in Arizona, Oregon and Globalfoundries’ FAB 8 in New York-is now deprived.

The report indicated that Al Qaeda strengthens the Chinese geopolitical position by dealing with Taiwan as a local resource and stimulates more use of external sources of the Taiwanese and Chinese caves.

It may also re -direct chips out of the American Fabs, pushing international companies to avoid identifying sources from the United States to move the tariff.

In a note issued on Thursday, Goldman Sachs Economists, led Andrew TeltonHe warned that the sudden increase in American definitions on Chinese imports-which rose to 125 % as of April 9-can significantly affect the Chinese economy and put up to 20 million jobs related to export at risk.

Qualcomm has a growth degree of 60.95, according to the Banznina Edge shares classifications. Click here to see how to accumulate against companies such as NVIDIA, AMD, TSMC, Intel and others.

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Disintegration: This content was partially produced with the help of artificial intelligence tools and was reviewed and published by Beenzinga editors.

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