Under a new national security order released by the White House, US President Donald Trump imposed a 25% tariff on imports of specific AI chips, according to Reuters.

The announcement follows a nine-month investigation under Section 232 of the Trade Expansion Act of 1962, and targets a number of high-end semiconductors and their application devices that meet certain performance benchmarks, with the aim of promoting chip manufacturing within the US.

The US currently produces only about 10% of the chips it needs, and is highly dependent on foreign supply chains, the announcement said. It emphasized that this dependency poses significant economic and national security risk.

The tariffs do not apply to chips and derivative devices used for US data centers, startups, non-data center consumer applications, non-data center civil industrial applications and US public sector applications, the White House's fact sheet noted.

Pursuant to the announcement, US Commerce Secretary Howard Lutnick has broad discretion to approve further exemptions.
~

AASTOCKS Financial News
Website: www.aastocks.com

SG Top Picks
Stock & Type	Code	Strike(Call Level)	Last	Effective Gearing
SMIC (C)	13036	102.98 (-)	0.071	4.1 X
SMIC (C)	22875	88.05 (-)	0.168	4.4 X
SMIC (C)	20303	80.05 (-)	0.210	4.3 X
SMIC (P)	21413	68.83 (-)	0.092	4.5 X
SMIC (P)	21412	62.76 (-)	0.068	4.4 X
SMIC (Bull)	65792	70.2 (70.8)	0.098	8.1 X
SMIC (Bull)	64194	68.2 (68.8)	0.119	6.7 X
SMIC (Bear)	62289	88.1 (87.5)	0.079	10.0 X
SMIC (Bear)	62816	85.6 (85)	0.056	14.1 X
HUAHO (C)	22238	118.65 (-)	0.179	3.2 X
HUAHO (C)	13034	117.27 (-)	0.119	4.3 X
HUAHO (Bull)	67785	78.2 (80)	0.290	3.7 X
HUAHO (Bull)	65772	73 (74.8)	0.350	3.1 X
AMD (C)	10760	225 (-)	0.660	3.5 X
AMD (P)	10777	155 (-)	0.110	3.8 X
Nvidia (C)	10055	230 (-)	0.093	7.9 X
Nvidia (C)	11007	205 (-)	0.315	4.6 X
Nvidia (P)	10057	165 (-)	0.135	5.4 X
ALPBE (C)	10080	360 (-)	0.480	5.3 X
ALPBE (P)	10012	230 (-)	0.079	5.7 X
AMZN (C)	10004	280 (-)	0.094	9.8 X
AMZN (P)	10700	180 (-)	0.025	10.1 X
Broadcom (C)	10072	435 (-)	0.200	6.9 X
Broadcom (P)	10073	310 (-)	0.345	4.6 X
APPLE (C)	10079	320 (-)	0.077	10.0 X
APPLE (P)	10793	210 (-)	0.026	12.8 X
TSLA (C)	11036	590 (-)	0.460	4.7 X
TSLA (C)	10010	530 (-)	0.220	8.0 X
TSLA (P)	11037	435 (-)	0.960	2.8 X
TSLA (P)	10011	370 (-)	0.190	6.9 X