Semiconductors Could Benefit from 15% U.S. Export Tax on AI Chips to China
Brief news summary
Chris Caso, senior analyst at Wolfe Research, suggests that semiconductor companies could benefit from President Trump's proposed 15% export tax on AI chip sales to China. The U.S. Commerce Department is currently finalizing the legal framework for this policy, which specifically targets major players like Nvidia (NVDA) and Advanced Micro Devices (AMD). This export tax aims to protect U.S. technological leadership while potentially opening new revenue streams for domestic semiconductor firms by imposing tariffs on AI chips sold to China. Investors are watching the VanEck Semiconductor ETF (SMH), which includes companies such as AMD, Nvidia, Texas Instruments (TXN), and Micron Technology (MU), as the sector could experience shifts in trade dynamics and profitability. While the full impact of the tax remains uncertain, analysts see potential advantages for U.S. chipmakers amid evolving trade policies and semiconductor demand.Semiconductors could gain from paying a 15% tax to the U. S. on AI chip sales to China, says Chris Caso, senior analyst at Wolfe Research. On August 13, 2025, at 10:53 AM ET, Monica L.
Correa, SA News Editor, reported that semiconductor companies such as AMD, TXN, NVDA, and MU might benefit from President Trump’s proposed 15% export tax. The U. S. Commerce Department is currently finalizing the legal framework for President Trump’s suggested agreement involving Nvidia (NVDA) and Advanced Micro Devices (AMD). Additional Information: - About SMH ETF - Symbol: SMH - Last Price, % Change over various periods: 1 Day, 5 Days, 1 Month, 6 Months, 1 Year, 5 Years, 10 Years - Expense Ratio - Dividend Frequency, Rate, and Yield - Assets Under Management (AUM) - Compare to peer ETFs and related semiconductor stocks Trending Analysis and News are also available for further insights.
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