$SoFi Technologies (SOFI.US)$ why suddenly up?
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JudeANBBB
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$NVIDIA (NVDA.US)$
Trump's tariff policies typically have geopolitical considerations, therefore they may target chip imports from specific countries or regions, rather than applying universally to all chips.
• Possible target countries:
• China: Most likely to become the primary target of tariff policies. The USA has long been cautious about competition with China in the technology and chip sectors.
• Countries with low-cost chip manufacturing: such as Vietnam, Malaysia, etc., these countries mainly produce low-end chips, which may be taxed due to low manufacturing costs.
• Are Taiwanese chips included?
• It is unlikely. Taiwan is an important strategic partner of the USA, Taiwan Semiconductor (TSMC) is a major supplier of advanced chips globally, the USA relies on TSMC to produce high-end chips like NVIDIA's H100 and A100.
• The USA is more encouraging Taiwan Semiconductor to invest in the USA (such as in Arizona factories), rather than imposing tariffs on Taiwanese chips.
Therefore, high-end chips (such as NVIDIA's AI GPU) may not be directly subject to tariffs, unless the policy objectives expand globally.
2. Tariffs on low-end chips
Trump may be more inclined to impose taxes on low-end chips, with the goal of:
• Protect low-end chip manufacturers in the USA (such as Texas Instruments, ON Semiconductor).
• Reduce reliance on low-cost chips from Asian countries (especially China).
Definition of low-end chips:
• Such as MCU (Microcontroller Unit), sensor chips, power...
Trump's tariff policies typically have geopolitical considerations, therefore they may target chip imports from specific countries or regions, rather than applying universally to all chips.
• Possible target countries:
• China: Most likely to become the primary target of tariff policies. The USA has long been cautious about competition with China in the technology and chip sectors.
• Countries with low-cost chip manufacturing: such as Vietnam, Malaysia, etc., these countries mainly produce low-end chips, which may be taxed due to low manufacturing costs.
• Are Taiwanese chips included?
• It is unlikely. Taiwan is an important strategic partner of the USA, Taiwan Semiconductor (TSMC) is a major supplier of advanced chips globally, the USA relies on TSMC to produce high-end chips like NVIDIA's H100 and A100.
• The USA is more encouraging Taiwan Semiconductor to invest in the USA (such as in Arizona factories), rather than imposing tariffs on Taiwanese chips.
Therefore, high-end chips (such as NVIDIA's AI GPU) may not be directly subject to tariffs, unless the policy objectives expand globally.
2. Tariffs on low-end chips
Trump may be more inclined to impose taxes on low-end chips, with the goal of:
• Protect low-end chip manufacturers in the USA (such as Texas Instruments, ON Semiconductor).
• Reduce reliance on low-cost chips from Asian countries (especially China).
Definition of low-end chips:
• Such as MCU (Microcontroller Unit), sensor chips, power...
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JudeANBBB
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$Trump Media & Technology (DJT.US)$
ouch. grey dot on weekly. I hope you guys enjoyed your time in the market. before you ask that's a new line of reds look at previous red dots. only thing that stops this if price rises to block it
ouch. grey dot on weekly. I hope you guys enjoyed your time in the market. before you ask that's a new line of reds look at previous red dots. only thing that stops this if price rises to block it
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JudeANBBB
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