NVDA, AMD, AVGO: Why China Tariff Delay Could Be a Boost for US Chipmakers

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2025.12.24 12:17
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The U.S. government has delayed chip tariffs on Chinese imports until June 2027, benefiting U.S. chipmakers like Nvidia, AMD, and Broadcom by reducing near-term risks and easing supply chain pressures. This delay supports trade stability and positions U.S. tech stocks for growth, while reducing uncertainty around demand and pricing. The move lowers the risk of supply-chain disruptions and retaliatory actions, providing a positive outlook for U.S. semiconductor companies.