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Trump's threat of Taiwan chip tariffs could give Nvidia a fresh headache after DeepSeek

1. Trump threatens 100% tariffs on Taiwanese semiconductors, impacting Nvidia's supply chain. 2. Nvidia dropped 17% in value amid market panic over AI competition from DeepSeek. 3. Tariffs could raise costs for Nvidia and tech firms dependent on TSMC's chips. 4. US chip manufacturing efforts lag behind Taiwan, complicating tariff implications. 5. Taiwan asserts its economic relationship with the US is complementary and beneficial.

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FAQ

Why Bearish?

The potential tariffs could increase costs and decrease demand for Nvidia's products, impacting profitability.

How important is it?

The tariffs' potential effects on supply chains and costs are critical for Nvidia's performance.

Why Short Term?

Immediate market reactions to tariffs and competition from DeepSeek could impact shares quickly.

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