$NVIDIA (NVDA.US)$ Even if the USA imposes tariffs on chips imported from China, NVIDIA still has the ability to pass on the cost through price increases, and the impact on its performance may be limited. Let's analyze this logic more deeply:
🔍 1. The extent to which tariffs affect NVIDIA
The impact of Trump's tariffs is mainly reflected in two aspects:
1️⃣ The Impact on NVIDIA's Supply Chain
• NVIDIA mainly relies on Taiwan Semiconductor Manufacturing Company (TSMC) for chip production, and since TSMC is located in Taiwan, the tariffs mainly affect the Chinese market rather than NVIDIA's production costs.
• However, some backend packaging and testing processes still involve China (such as JCET Group Co., Ltd.), and if tariffs are increased, these costs may rise.
2️⃣ The Impact on NVIDIA in the Chinese Market
NVIDIA's high-end AI chips (such as H100, H200) can no longer be directly sold to China due to US export controls, can only provide special edition H20.
If tariffs are imposed, the price of H20 may increase, but considering that there are no alternatives in China, customers may still continue to purchase, and NVIDIA only needs to adjust the price to pass on the cost of the tariff.
📊 2. NVIDIA can raise prices to pass on costs.
• AI芯片市场基本处于英伟达垄断，AMD、英特尔虽然有竞争产品，但性能、软件生态无法替代英伟达。
• 大型科技公司（如微软、谷歌、Meta、亚马逊）都需要英伟达的AI芯片，即使涨价，它们也只能接受。
• 由于供不...

$NVIDIA (NVDA.US)$ how much Nvidia will go down/ up today

$NVIDIA (NVDA.US)$ the potential tariff on chips isn’t as concerning, even the price of chips will go up a bit, customers would still have to bear the additional cost b’coz there’s no alternative to $Taiwan Semiconductor (TSM.US)$

$NVIDIA (NVDA.US)$ As a newbie, I timidly ask, when do you think it's more appropriate to enter?

$NVIDIA (NVDA.US)$ What if.... deepseek don't have Nvidia Chipset... in fact, deepseek still depending on Nvidia H100...

$NVIDIA (NVDA.US)$reuters.com/tec...
whatever it is, nvidia chips will still be used and it is a good chip.

$NVIDIA (NVDA.US)$'s worst stock rout ever is spurring demand put options that could protect the holders against potential continued share slump.
Shares tumbled more than 16% to $119.19 as of 11:29 .m. in New York Monday on concerns that the successful launch of the low-budget app of Chinese artificial-intelligence startup DeepSeek could call to question the massive spending of hyper-scalers on Nvidia's AI chips. A close at ...

$NVIDIA (NVDA.US)$ Commerce Sec. Gina Raimondo told reporters in a briefing that the aim of the rules to limit adversaries’ ability to run nuclear simulations, develop bioweapons and advance their militaries, while still allowing commercial use. She also noted that gaming chips, even those that approach the capability of AI chips, are excluded from the limits.