Letter: a top House Republican warns severe DRAM and HBM3E supply shortages will constrain H200 export licenses; Nvidia says it “can serve all approved” orders
Tight memory chip supplies will constrain the number of US export licenses for Nvidia Corp. to sell …
Bloomberg Maggie Eastland
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Discussion
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@ohlennart
Lennart Heim
on x
This is the result of the famous Section 232 investigation. The immediate effect is only the 25% tariff on H200-class chips. But in the future: -90 days of trade negotiations -broader tariffs on semis in phase 2 -Commerce reports by July on the data center chip market
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@ohlennart
Lennart Heim
on x
The 25% revenue sharing order—sorry, tariff—for H200s is out. Remember, the H200 rule requires chips sold to China to transit the US for “testing.” This tariff then applies 25% to chips matching narrow specs that go in and out again because of security risks. [image]
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@atrupar
Aaron Rupar
on x
Trump on a new execution action he just took: “We're going to be making 25% on the sale of those chips basically. So we're allowing them to do it but the United States is getting 25% of the chips in terms of the dollar value.” [video]
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@josephpolitano
Joey Politano🏳️
on bluesky
Lmao Bloomberg is reporting that this is mostly (possibly only) a “tariff” on the NVIDIA exports to China, they're forcing NVIDIA to import products to the US before reexport just so they could pay the tariff here as a way of getting the 25% cut of exports to China — www.bloomb…