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Donald Trump’s Global Customs Government is endangering its ambition to encourage domestic chip production while preventing the nation of artificial intelligence in the development of world -ist artificial intelligence.
Internal people of the industry, including tech executives, supply chain experts and analysts, say the growing trade war of the US president can hinder the expansion of American computing power. This is because these systems can increase the cost of building a semiconductor fabricated plant and AI data center in the United States.
The technology sector is anxious to stress chips and electronics production to further stress OpenAI, Google and Microsoft will have an involuntary impact on holding the choice of Microsoft, which is seeking to defeat China in the formation of Advanced AI.
“Economic uncertainty by Trump’s tariff can become the single largest obstacle to American AI domination,” said Kundojjala, the consultant’s semi -concepts.
Large technical groups, including Microsoft, Google, Amazon and Meta, have only promised to spend $ 300 billion in computing infrastructure that underpins AI in 2025.
Other projects, such as a $ 100bn Promise In order to increase chipming capacity in the United States by Taiwan Semiconductor Manufacturing Company, will help support such ambition
Art statistics warned that these attempts were confronted with uncertainty and disruption because the tariffs hit the complex global supply chains that serve large AI computing projects.
“I am more worried about the effects on the single elements of the Data Center that may now be delayed because something [overseas] The supplier is deciding on their business, “a person says StargateThe US $ 500bn Data Center project operated by OpenAI, Softbank and Oracle.
“These are fairly complex build [which can be] Delayed due to switching for fans. “
Semiconductor and related chipmeting equipment, materials and components have been exempted from the US President now Break The “mutual” tariff has announced a few dozen trading partners in the United States.
However, analysts say that the tariffs that remain with 5 percent of the product from China will still increase the cost of construction and financing for the Banawat plants and AI data centers in the United States.
Ultana, a research group that maps the global supply chains that the only meaning of China’s tariff is that American Data Center developers facing the annual expenditure of more than 11bn dollars.
The United States has announced this week that it is investigating the national security effects of semiconductor imports and related chipming equipment, materials and components, as it wants to force companies to transfer advanced AI-related hardware production in the United States.
This investigation, known as Section 232, which can take 270 days to complete, can lead to more strict demands on the industry. Trump has already called on Steel, Aluminum and Auto sectors to impose Article 232 for imposing 25 percent tariffs.
On Sunday, Trump wrote in a social media post, “No one is ‘leaving hooks’, adding its administration” semiconductor and the entire electronics supply chain. “
However, analysts say that imposing new responsibilities on semiconductor imports will be difficult because most chips enter the United States as integrated material in other products such as smartphones, laptops or AI data centers.
These include the most advanced GPU of Nvidia, which are used by Cloud Service suppliers such as Amazon and Microsoft to train and manage large language models of agencies, including Open, Google and Elon Mask.
Supply Chain Data Analysis Platform Z2 DAT CEO Mohammad Ahmed has said that most AI GPU server enters the United States in the server or rack form, which they themselves combine in a multi-step process involved in several different countries.
The GPUs have mainly chips produced in Taiwan or South Korea, but are often shipped for packaging and exams in Southeast Asian countries like Malaysia and the Philippines.
The chips are then sent for the Circuit Board Assembly, printed in Taiwan or Mexico, where new material is added to the US -exported servers for use in AI data centers.
Ahmed said, “Even if the GPU itself is exempted from tariffs, if you still apply the tariffs to the components, you are going to suffer a lot in the United States,” Ahmed said. “The number of product categories is so wide, and the smallest element can bring down your supply chain.”
Semianlysis’ Kundojjala noted that the Chip Manufacturing Leader will be more expensive in the United States despite the 12 percent tariff proposed by the Trump administration for the import of Taiwan because the price for main equipment and materials increases the price.
“The power to rebuild coast production in the United States in the United States threatens to kneel,” he said. “Creating manufacturing power outside the United States would be cheaper, while on the other hand the most part of the production in the United States could lose the most.”
An executive of the Taiwanese Chip Design House, a Amazon supplier, said that if the big tariff was imposed on the sector, the US customers would have to exploit the expenditure for years.
“The first response to Amazon is to go to their supplier and say, ‘You guys produce it in Taiwan and make it extra expense for me, so reduce your price,” they said.
“[Amazon is] Not going to claim to make our chip in the US because this person will take years to add and make the product, “the person has added.
Jeffrey Gartz, a senior fellow at Washington’s new American security center, says that the Trump administration still used the “public collection policies, using more potential toolkits, tax laws, and other commercial or non-trade policies, and the more possible toolkit and other trade or trade or trade policies were still infected.”
He also added: “The question is whether this process ends quickly with 25 percent of the tariff on the chips, or it will be a more creative policy process that considers the wide range of potential results.”
Melissa Highcake’s Additional Report in London
