The escalating trade policies of President Donald Trump and the recent US banning the sale of advanced artificial intelligence chips to China have caused major disturbances in the industry of international semiconductors. This procedure can be significant The ecological systems of the IQ Agency and the decentralized physical infrastructure networks (DePin) disrupts.
A blow to the supply chain semiconductor
according to BBCSemiconductors, the backbone of modern technology, and operate everything from iPhone to military aircraft. These chips, while invented in the United States, depend on the complex global supply chain. Chips are often designed in the United States, which are manufactured in Taiwan, Japan, or South Korea using a rare land filled in China, which was filled in Vietnam, and was collected in China before shipping globally. Donald Trump’s decision to prevent sales of artificial intelligence chips in NVIDIA to China, especially GPU H20, specially designed for the Chinese market, this sensitive ecosystem disrupts.
In addition, President Trump imposed a 32 % tariff on Taiwanese graphics and servers units and 46 % on the Vietnamese compiled components. These measures increase costs through the supply chain as part of a broader strategy to counter the technological rise in China and stimulate American manufacturing. However, China has a largely high tariff for American chips, and the restrictions imposed on the export of rare land from deficiency, as the United States relies on China for 90 % of these critical materials.
This trade war and barriers may lead to high costs of semiconductor chips, which directly affects relevant industries.
An immediate effect on traditional artificial intelligence industry
The traditional artificial intelligence industry, which includes chips and cloud service providers, has been banned by banning NVIDIA and related definitions, with a significant decrease in the stock market that reflects investor concerns.
Nafidia stocks drown
Nafidia, according to CNBC,, Which was announced on April 15, 2025, it will record $ 5.5 billion fees in the first financial quarter ending on April 27, 2025, due to the United States’ restrictions on exporting H20 graphics processing units to China and other destinations. The fees cover inventory, purchase obligations, and relevant reserves of the H20 potatoes, which generated an estimated 12 billion to $ 15 billion in 2024.
After this announcement, the shares of NVIDIA slipped more than 6 % in extended trading, reflecting investor concerns about missing revenues from China, as companies such as bytedance requested $ 16 billion in H20 chips in the second quarter of 2025.
Source: Yahoo Financing
The sharp AMD decrease
Advanced Micro Devices (AMD), a competition that develops artificial intelligence chips such as MI309 instinct, has a 8 % decrease in the hours of working hours on April 15, 2025, and was published on X by Copsy message. Investors fear that AMD may face similar restrictions, which may lead to a significant decrease in its revenues due to its dependence on the Chinese market and the manufacture of TSMC.
AI DePin Systems Challenges
DEPIN platforms such as IO.NET and Rend face, which collects graphics processing units to train artificial intelligence, present them, data processing, unique weaknesses due to the challenges of the traditional artificial intelligence supply chain:
- High operating costs: The high GPU prices due to customs tariffs directly increases the costs of DePin networks. For example, display MakeWith the support of NVIDIA, you may see compressed margins with the high expenses of devices, which may reduce batches of knot operators.
- Offer restrictionsGPU can prevent individuals from joining DePin networks and reducing mathematical capacity. Projects like i.net IOIt aims to obtain more than a million graphics processing units, you may struggle to expand if the width is tightened.
- Revenue pressure: DePin platforms may need to raise artificial intelligence developers fees or reduce bonuses for shareholders in the knot, which risk user growth. The latter market corrections in AI and DePin, as they continue, indicate a decrease in morale, which may be related to NVIDIA problems.
In response to these negative changes, the DePin market has seen significant declines today, reflecting the decline in traditional artificial intelligence stocks such as NVIDIA and AMD.
| project | code | Price (USD) | Change 24 hours |
| Asking | Tao | 231.21 dollars | -2.80 % |
| Make | RNDR | $ 3.64 | -8.70 % |
| i.net | IO | 0.57 dollars | 7.50 % |
| AIOZ network | AIOZ | 0.25 dollars | -9.31 % |
| Akash network | Act | $ 1.04 | -6.22 % |
These declines reflect the broader market morale, as investors interact with the repercussions of NVIDIA Ban on the supply and costs of GPU, which are necessary for the Depin. The parallel contraction in the symbols and traditional shares emphasizes the interconnected risks across Amnesty International’s infrastructure markets.
Learn more: The low performance significantly affects the belief of investors
Silver lining? Trump’s batch to produce US chip
On the sidelines, Trump pledged rapid permits to manufacture local chips after NVIDIA announced a $ 500 billion plan to build laptops and chips in the United States. This initiative aims to reduce dependence on Asian supply chains and promote American technological leadership. While promising for local production in the long run, the plan faces great obstacles, including high costs and a deficiency of skilled workers.
Therefore, in the short term, it does not do much to relieve instant supply chain disorders that affect artificial intelligence projects and DePin. AI DePin projects should move in a turbulent scene to keep its edge, while the broader artificial intelligence industry is wrestling with the repercussions of geopolitical commercial wars.
