Under the rule, US fabless companies, meaning those that design chips but don’t have their own semiconductor plants like Nvidia, Apple, AMD, Qualcomm, Broadcom, and Marvell will basically not be affected by China’s newly announced additional tariffs on the US imports, sources familiar with the matter told China Daily.
Their China-bound chips are primarily fabricated at non-US foundries such as TSMC in China’s Taiwan or Samsung in South Korea, with packaging or testing concentrated in Asia. Even if a fraction of their products rely on US-based plants, these companies could pivot production to overseas foundries to mitigate tariff risks, added the sources who seek anonymity.
Under the rule, US fabless companies, meaning those that design chips but don’t have their own semiconductor plants like Nvidia, Apple, AMD, Qualcomm, Broadcom, and Marvell will basically not be affected by China’s newly announced additional tariffs on the US imports, sources familiar with the matter told China Daily.
Their China-bound chips are primarily fabricated at non-US foundries such as TSMC in China’s Taiwan or Samsung in South Korea, with packaging or testing concentrated in Asia. Even if a fraction of their products rely on US-based plants, these companies could pivot production to overseas foundries to mitigate tariff risks, added the sources who seek anonymity.