# Global Supply Chains at Risk as the U.S. Proposes 25% Tariff on AI Chips

- Link: https://www.thailand-business-news.com/united-states/284511-global-supply-chains-at-risk-as-the-u-s-proposes-25-tariff-on-ai-chips
- Published: 2026-02-09T08:21:00+07:00
- Author: Economic Intelligence Center Siam Commercial Bank

**The U.S. will impose a 25% tariff on certain advanced AI chips from January 2026
to boost domestic manufacturing, impacting the global semiconductor supply chain
and prompting strategic adjustments in Thailand’s electronics sector.**

## U.S. Imposes 25% Tariff on Advanced AI Chips

The United States will enforce a 25% import tariff on certain advanced AI chips,
effective January 15, 2026, under Section 232. This applies globally, including 
imports from Thailand. The tariff targets high-performance processors such as Nvidia’s
H200 and AMD’s MI325X, aiming to strengthen domestic chip manufacturing and reduce
reliance on foreign suppliers. Some exemptions apply, including chips used in U.
S. data centers, research, and startups, which will face a 0% tariff initially.

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## Global and Thailand’s Semiconductor Industry Impact

The tariff increase is expected to disrupt the global semiconductor supply chain,
raising production costs and encouraging investment to return to the U.S. This could
cause ripple effects in Thailand, particularly in electronic exports and component
supply chains to economies like China and Taiwan. Although Thailand’s direct exports
of advanced chips to the U.S. remain limited, indirect impacts and investment volatility
in the region may occur.

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## Strategic Response for Thai Electronics Operators

Thai electronics businesses must quickly adjust strategies to mitigate risks from
the tariff changes. Diversifying markets towards ASEAN, Japan, and Taiwan and enhancing
competitiveness are key. Long-term efforts should focus on workforce skills development
and boosting R&D to increase upstream chip production capabilities. Collaborative
public and private sector initiatives are crucial to sustaining Thailand’s role 
in the global supply chain amid ongoing technological competition.

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