The Deep View: Conversations
#18: What Trump's tariffs mean for AI - Nada Sanders
Apr 16, 2025
Dr. Nada Sanders, a distinguished professor of supply chain management, delves into the intricate relationship between tariffs and AI. She discusses how trade wars complicate the supply chain for AI technologies and emphasizes the urgent need for companies to adapt amidst rising costs. The conversation highlights challenges in resurrecting U.S. semiconductor manufacturing and navigating innovation in a slowing economic landscape. Sanders also addresses the competitive risks posed to smaller firms due to monopolistic dynamics in the tech industry.
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Quick takeaways
- The recent U.S. tariffs, particularly on semiconductors, are complicating the AI supply chain, creating significant uncertainty for tech companies.
- Companies aiming to revive domestic semiconductor manufacturing face challenges such as high costs and skilled labor shortages affecting future AI innovation.
Deep dives
Impact of Tariffs on AI Supply Chain
Recent global tariffs imposed by the U.S., particularly targeting China and Taiwan, are significantly affecting the supply chain for artificial intelligence. These tariffs have escalated complexity within the supply chain, especially since crucial components, such as semiconductors, are heavily reliant on materials sourced from these regions. The increase in tariffs on products like smartphones and computer chips is creating uncertainty for tech companies, which rely on a steady supply of these products to maintain operations. Consequently, firms are now facing the challenge of navigating these tariffs while attempting to secure the necessary components for AI technologies.
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