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Under the current U.S. trade policy, Intel, a prominent American chipmaker, has not been exempted and must now obtain an export license to sell its Gaudi chips to China. Nevertheless, in comparison to NVIDIA and AMD, the impact on Intel's business appears relatively muted. According to the official website of China's Ministry of Finance, effective April 12, 2025, China will revise its tariff measures on imported goods originating from the United States, increasing the tariff rate significantly to 125%. This adjustment is anticipated to affect the cost-effectiveness and competitiveness of American chips in the Chinese market. Despite being affected to a certain degree, Intel's substantial market share and diverse product portfolio in China mitigate the impact considerably.
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