Trump Tariff Wars: China's New Rule To Exempt Nvidia, Qualcomm And Others From Levies, But These Chip Companies Will Be Hit With 125% Tariffs

China's new chip origin rule spares U.S. designers like Nvidia, AMD, and Qualcomm from 125% tariffs by exempting Taiwan-fabricated chips, while penalizing U.S.-based manufacturers like Intel, GlobalFoundries, and Texas Instruments, reshaping the global semiconductor supply chain.