Taiwan’s 15% US Tariff Cap and the Nvidia H200 Bottleneck: What It Signals for US–China Trade

The US is capping tariffs on Taiwanese goods at 15% while tightening the AI-chip chokepoint around China. This piece explains what the Taiwan deal really changes, why the Nvidia H200 flow is “approved but stuck”, and how SMEs should price, plan origin and manage tech-linked supply risk.