AI Supply Chain BriefAI in Trade
Tariffs, customs and global trade. Stories from the AI Supply Chain Brief.
Taiwan plans to make unauthorized AI chip shipments to China a crime
Taiwan's economics minister, Kung Ming-hsin, told Bloomberg that Taipei will add AI servers and leading-edge semiconductors to its list of controlled goods, in line with commitments under its trade agreement with the US. Once the change takes effect, shipping restricted AI hardware to China without authorization would become a criminal offense under Taiwan's Foreign Trade Act. Today, Taiwan can only pursue suspected smugglers under other laws. No start date has been given.
Read the story →So whatExpect tighter screening on AI servers and accelerators that ship from or through Taiwan.
Chip tariffs: the data-center exemption is still in limbo
January's Section 232 tariff put 25% on certain advanced logic chips but exempted chips headed for US data centers, pending a Commerce Department review that hasn't been published. On October 2, five tech trade groups including CCIA and TechNet asked the White House to keep any further chip, robotics and machinery tariffs targeted, and to extend any tariff offset program to downstream buyers. No second-phase decision has been announced.
Read the story →So whatIf you import servers, accelerators or robotics, map which items fall under the current tariff codes and which end-use exemption you…
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