Customs and AI chips: Is there any risk of new challenges for the tech industry?

Customs and AI chips: Is there any risk of new challenges for the tech industry?

Arizona, USA - The technology industry is facing uncertain times. In August 2025, new tariffs threaten that could provide additional pressure on numerous companies. Gene Munster from Deepwater Asset Management explains that these delays can lead to financial uncertainties, especially in December. The companies that are in this tense situation include, for example, Nvidia and Apple, which, however, seem to be protected for the time being, are always under observation. Nvidia is also faced with a ban on sales for chips to China, while Apple is under pressure to move production to the USA in order to escape the impending 25%tariffs. In this context, President Donald Trump also indicated possible additional tariffs on semiconductor, which could continue to drive up prices for electronic components and end products. Bob O’Donnell from Technalysis Research warns that the unclear situation could be more harmful than the tariffs themselves and actually the business models could have a lasting impact. Tradingview reports of the far-reaching effects on the technology sector.

Nevertheless, the rise of artificial intelligence (AI) remains a strong driver for the market. Companies invest billions in the development of data centers and AI chips. On July 9, 2025, Nvidia was the first company to reach a market capitalization of $ 4 trillion, which led to a boom in the technology sector and additional excitement in the field of AI. The "Magnificent Seven" shares - Microsoft, Apple, Alphabet, Meta Platforms, Amazon - also benefited from this euphoria. Despite initial pressure on the technology sector's profit estimates, negative revisions have stabilized in the following weeks. techtarget emphasizes that, despite the impending tariffs, Nvidia is still the dominant provider of AI chips.

The geopolitical tensions

The tense trade relationships between the USA and China also throw shadows on the industry. After there was a breathing space in the customs dispute, new tensions in the trade in AI chips have occurred. 中国 is vehemently protesting the US warnings that aim to deny Huawei progress in the area of advanced chips. According to the Frankfurter Börse US guidelines referred to as "one-sided bullying and protectionism".

Both Nvidia and Huawei could be given great challenges by the new trade regulations. The development of its own AI chips by Huawei could also be slowed down by the US specifications, which could further pressure the market conditions. The United States is planning to drastically restrict access to advanced chips for both China and for third countries, which may work with Huawei. These developments could influence the entire industry and put pressure on a large number of companies, especially given the fact that the United States sees access to modern technologies as a strategic advantage.

Investment options in the technology sector

Despite the upcoming difficulties, there are numerous options for investors. The technology sector remains an essential growth driver, especially due to the global trend towards digitization. For example, investors can invest in various technology -related ETFs, such as the Selector Sector SPDR Technology ETF, Vanguard Information Technology ETF, Vaneck Vectors Semiconductor ETF and Global X Cloud Computing ETF. The cybersecurity market is also growing quickly and, according to a study, will continue to grow with an annual growth rate of 12.9% between 2025 and 2030.