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White House says 15% tax on Nvidia and AMD for China sales under works, hints future expansion

The Trump administration is finalizing a deal to impose a 15% export tax on Nvidia and AMD's chip sales to China. This ...

Bessent Sees Nvidia, AMD China Agreements as a Model for Others

Treasury Secretary Scott Bessent said the recent deal to allow Nvidia Corp. and Advanced Micro Devices Inc. to resume lower-end AI chip sales to China, on the condition they give the US government a ...

Semiconductors could benefit from paying 15% to U.S. for China AI chip sales – Wolfe’s Chris Caso

Semiconductors can benefit from Trump’s 15% export tax, according to Chris Caso, Wolfe Research senior analyst.
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Tencent President: We Have Enough Chips to Train Our AI Models

A top executive of Chinese tech giant Tencent Holdings said the company has enough chips to keep developing its own artificial intelligence models, despite U.S. export controls on Nvidia’s AI chips to ...

Stocks Can Climb the ‘Wall of Worry’ as Long as These Anchors Remain in Place

Meanwhile, the market’s so-called fear gauge, the Cboe Group’s VIX volatility index, has slumped to the lowest levels since ...