China changed its chip rules giving Taiwan-made chips a free pass from heavy taxes. The Chinese Semiconductor Industry Association announced they'll check where chips actually come from before deciding on tariffs. Companies buying from places outside America can escape taxes as high as 125%. This helps firms keep making products inside China without supply worries. Tech giants like NVIDIA, AMD, plus Apple mostly use Taiwan-made chips for their electronics.
The policy makes life harder for American chip companies trying to sell worldwide. Chinese businesses might stop buying from US chipmakers like Intel just because of these extra costs. The rules focus only on where chips are physically made rather than which company designs them. Because of these changing trade rules, business leaders face tough choices about their supply chains. Many companies might need to pick sides between Chinese markets and American technology partners.
The policy makes life harder for American chip companies trying to sell worldwide. Chinese businesses might stop buying from US chipmakers like Intel just because of these extra costs. The rules focus only on where chips are physically made rather than which company designs them. Because of these changing trade rules, business leaders face tough choices about their supply chains. Many companies might need to pick sides between Chinese markets and American technology partners.