Revision History

Correction: two CNAS quotations were composites rather than verbatim, the analysis was published the day after the instruments took effect rather than two days, and the second tariff window straddles the export-rule ceiling rather than sitting inside it

Correction: rebuilt from primary documents. Fixes the tariff's scope (Proclamation 11002, 91 FR 2443, covers only HTS 8471.50/8471.80/8473.30 goods inside two narrow TPP and DRAM-bandwidth windows under new U.S. note 39, headings 9903.79.01-09), states the BIS rule's real citation and conditions (91 FR 1684, effective Jan 15 2026), resolves the disputed H200 revenue-share figure (Trump announced 25 percent; the rule contains no revenue-share provision; CNAS reads the tariff as the collection vehicle), corrects the 50 percent export condition to an aggregate-TPP test, and brings the article current to August 2026 with Kessler's July 14 2026 testimony that H200 shipments to China have begun but are 'very few'. Adds Section 301, Section 5949 and VEU context and links the China semiconductor cluster.

Added 3 contextual internal links

Auto-saved before update

No summary provided