Trump Imposes 25% Section 232 Tariff on Advanced AI Semiconductors, Targeting Nvidia H200 and AMD MI325X Class Chips

President Trump on January 14, 2026 signed a Section 232 national security proclamation imposing a 25% tariff on a narrow category of advanced computing semiconductors critical to AI — specifically chips meeting technical parameters around total processing teraflops and DRAM bandwidth, targeting Nvidia H200 and AMD MI325X class chips. The tariff applies to chips not intended for domestic US use (data centers, R&D, startups, and consumer devices are exempt). The White House signaled broader semiconductor tariffs may follow, with an accompanying domestic manufacturing incentive program.