# 美國總統川普週三根據1962年《貿易擴張法》第232條簽署公告，對一組特定先進半導體徵收25%關稅。

*semiconductor · news · 2026-01-15 · Outlook Business*

## Key points

- 川普總統對包括Nvidia H200與AMD MI325X在內的特定先進半導體徵收25%關稅。
- 關稅不適用於進口至美國資料中心、新創公司、消費性電子及公共部門使用的晶片。
- 商務部長Lutnick擁有廣泛權限，可在新關稅制度下授予額外豁免。
- 經測試後經美國轉運至中國的進口貨物，進入美國海關時將面臨25%關稅。
- 新徵關稅不會與現有第232條關稅累計，釐清潛在成本影響。

US President Donald Trump on Wednesday signed a proclamation under Section 232 of the Trade Expansion Act of 1962 imposing a 25% tariff on a narrowly defined set of advanced semiconductors, including Nvidia’s H200 processor and AMD’s MI325X, citing economic and national security concerns. The decision follows a nine-month investigation that concluded US reliance on foreign manufacturing for critical chips poses a strategic risk. According to a White House fact sheet, the tariffs are tightly scoped and will not apply to chips imported for use in US data centres, startups, consumer electronics, civil industrial applications, or public-sector deployments. The proclamation also grants Commerce Secretary Howard Lutnick broad authority to issue additional exemptions, signalling an effort to protect domestic technology deployment while nudging more chip production onshore. Rationale & Enforcement Strategy Administration officials said current US manufacturing capacity supplies only a small portion of domestic demand for advanced semiconductors. The measure is intended to incentivise local production and address transshipment practices, particularly chips manufactured in Taiwan that pass through the US for testing before being re-exported to China. Such imports will now attract the 25% levy upon entering the US customs system. Market Reaction Chip stocks reacted mildly to the announcement, with shares of Nvidia and AMD slipping in after-hours trade. Both companies have previously said they comply with US regulations and did not immediately comment on the new tariffs. Industry groups and analysts cautioned that even narrowly targeted measures could add friction to global supply chains and complicate planning for chipmakers and customers. The White House said the order leaves room for broader semiconductor tariffs and complementary incentive measures aimed at strengthening domestic manufacturing. An annex clarified that the new levy will not be stacked on top of existing Section 232 tariffs. Analysts see the move as part of a wider industrial-policy-driven trade strategy that has already extended tariffs across multiple sectors.

**Companies:** Nvidia, AMD
**Countries:** United States, Taiwan

[Read the full story on Outlook Business](https://www.outlookbusiness.com/start-up/deeptech/us-semiconductor-policy-trump-targets-ai-chips-imposes-25-tariff-on-nvidia-h200-amd-mi325x-chips)

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