US Implements 25% Tariffs on Specific Chips Due to National Security Issues

Written by Emily J. Thompson, Senior Investment Analyst

Source: stocktwits

Updated: Jan 14 2026

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Source: stocktwits

Tariff Implementation: A 25% tariff on certain advanced computing chips and related products will be effective from January 15, 2026, aimed at addressing national security concerns, while exemptions will apply to specific uses such as data centers and domestic repairs.
Impact on U.S. Semiconductor Companies: The tariff is expected to affect major U.S. semiconductor companies like Nvidia, AMD, and Intel, which rely heavily on overseas manufacturers for chip production, highlighting the risks associated with dependence on foreign supply chains.
Monitoring and Future Considerations: The Commerce Secretary will monitor imports of semiconductors and may consider broader tariffs on semiconductor conductors, with an update on the market expected in July 2026 to assess the need for modifications.
Stock Market Reactions: Retail sentiment around Nvidia, AMD, and Intel stocks remains bullish, with Nvidia shares rising 39% over the past year, AMD shares gaining over 92%, and Intel climbing over 153%, reflecting positive investor confidence despite tariff implications.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.