Donald Trump’s global tariff system offers its ambitions to encourage local chips with obstruction of the US goals of controlling the race to develop global artificial intelligence.
The industry, including technology executives, supply chain experts and analysts, said the escalating trade war of the US President is likely to hinder the expansion of the American computing power. This is because measures may increase the costs of building semiconductor manufacturing factories and artificial intelligence databases in the United States.
The interest of the technology sector is that efforts to force more on the basis of manufacturing chips and electronics will have an unintended impact on giving the likes of Openai, Google and Microsoft that seeks to overcome its counterparts in China in building advanced artificial intelligence.
“The economic uncertainty caused by Trump’s tariff can become the biggest obstacle to the superiority of American artificial intelligence,” said sravan Kundojjala of the semi -consultative analysis.
Large technology groups, including Microsoft, Google, Amazon and Meta, pledged $ 300 billion on computer infrastructure that supports artificial intelligence in 2025 alone.
Other projects, such as a 100 billion dollars commitment By the semiconductor manufacturer in Taiwan to increase the ability to make chips in the United States, it will help support such aspirations
Industry figures have warned that these efforts face uncertainty and disruption, as the customs tariff struck the complex global supply chains that serve large computing projects of artificial intelligence.
A person involved in developing some of the resource (abroad) said a decision on his work. StargateThe $ 500 billion data center led by Openai, SoftBank and Oracle.
“These are somewhat complex structures (which can be) are delayed due to a replacement of the masses.”
Semiconductor and related chips, materials and components of the US President is now exempted Temporarily The “mutual” definitions were announced against dozens of American commercial partners.
But analysts said that the customs tariff system, which, including 145 percent goods on goods from China will continue to increase the cost of construction and financing for manufacturing stations and artificial intelligence data centers in the United States.
Altana, a research group that sets global supply chains that China’s tariff alone means that the American data center developers are facing an increase in annual costs of more than $ 11 billion.
The United States has announced this week that it is achieving the implications of national security to import semiconductors and spaces of the relevant equipment, materials and components of the chip industry, as it seeks to force companies to transfer the production of advanced AI’s advanced devices to the United States.
The investigation, known as the investigation in Section 232, which may take up to 270 days to complete it, can lead to more popular demands in this industry. Trump has already called for the 232th section of the authorities of the imposition of 25 percent of the tariffs on steel, aluminum and cars sectors.
Trump wrote on a social media on Sunday, adding that his administration will “take a look at the semiconductors and the full supply chain of electronics.”
However, analysts have said that the imposition of new duties on semiconductor imports will prove difficulty because most chips enter the United States as already built into other products such as smartphones, laptops or graphics processing units used in artificial intelligence databases.
This includes the most advanced graphics processing units in NVIDIA, which is used by cloud service providers such as Amazon and Microsoft to train and operate large corporate language models including Openai, Google and Elon Musk’s Grok.
The CEO of the Z2Data Data Data Analysis platform said that most Amnesty International Graphics Units are entering the United States in the form of servers or shelves of servers, which are assembled in a multi -step process that includes several different countries.
Graphics processing units have mostly produced chips in Taiwan or South Korea, but they are often sent for packaging and testing in Southeast Asian countries such as Malaysia and the Philippines.
The chips are then sent either to Taiwan or to Mexico to assemble the printed circuit board, where new ingredients are added before integration in the servers that were exported to the United States for use in artificial intelligence databases.
Ahmed said: “Even if the graphics processing unit itself is exempt from the definitions, it is still exposed to enormous costs in the United States if the definitions still apply to the ingredients.” “The number of categories of products is very wide, and it can reduce your smaller supply chain.”
Semianlysis’ Kundojjala indicated that even with a 32 percent tariff suggested by the Trump administration of imports from the Taiwan chip manufacturing leader, the production of semiconductors in the United States will remain more expensive because the tariff that rises to tools and major materials.
He said: “The threat of the United States raises the ability to rebuild wild industrialization is real.” “It will be one of the cheapest building capabilities outside the United States, while companies with the highest share of the United States will lose more than others.”
An executive official at the Taiwanese chips design house provides Amazon that if a huge tariff is imposed on the sector, the customers of his American company will have to absorb costs for years to come.
And they said: “Amazon’s first reaction is to go to its resource and say:” O comrades produce this in Taiwan, and this creates an additional cost for me, so lower your prices. “
The person added: “(Amazon) will not ask us to have the chip in the United States because it will take years to build power and build the product.” “But we will not reduce our prices – if we do so, the United States government will prove it because we will thwart their policy of forcing people to make all chips in America.”
Jeffrey Gertz, an older colleague at a new American security center in Washington, said that the Trump administration still has the ability to address the risks to the artificial intelligence industry after investigating Article 232 with a “potentially broader tool group using government purchasing policies.”
He added: “The question is whether this process ends quickly with a 25 percent tariff on chips, or whether this will be a more creative policy process that is considered a broader group of possible results.”
Additional reports from Melissa Heckaled in London
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