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Benzinga
Benzinga
Business
Anusuya Lahiri

Nvidia, Broadcom, Marvell Lead Chip Stock Slide After Trump Hits China, Taiwan With New Tariffs

Nasdaq Nvidia China Donald Trump Taiwan Semiconductor Advanced Micro Devices, Inc AMD ARM Holdings Plc AVGO
Chips, semiconductor shutterstock_2198551397

Artificial intelligence chip stocks including NVIDIA Corp. (NASDAQ:NVDA), Advanced Micro Devices Inc (NASDAQ:AMD), Broadcom Inc (NASDAQ:AVGO), Arm Holdings PLC-ADR (NASDAQ:ARM), Marvell Technology Inc (NASDAQ:MRVL), Micron Technology Inc (NASDAQ:MU), Lam Research Corp (NASDAQ:LRCX), Taiwan Semiconductor Manufacturing Co (NYSE:TSM), Super Micro Computer Inc (NASDAQ:SMCI) are trading lower on Friday as the Trump administration announced tariffs on trading partners including China and Taiwan amid an exciting earnings season with the Big Tech giants fueling the AI frenzy.

Meta Platforms Inc (NASDAQ:META), Microsoft Corp (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOGL)(NASDAQ:GOOG) are leading a $250 billion AI infrastructure surge through 2025–’26, underscoring their commitment to fueling the next industrial revolution. These tech giants are ramping up capital expenditures on data centers, servers and networking to support AI development at scale — turning ambition into infrastructure.

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