As part of Trump's seemingly isolationist strategy to grow the country's economy (and apparently combat fentanyl use), the US President recently introduced tariffs against China, Mexico, and Canada. Although the latter two have been delayed, tariffs against China are in force, and we're already seeing signs of potential impact in the PC gaming sector.
Motherboard and graphics card manufacturer ASRock that it will be moving at least some of its manufacturing away from China: "As for the 10% tariff applied to other products like GPU cards, we need some time to transfer the manufacturing to other countries."
TSMC, too, has some production in China in addition to Taiwan, this being its . However, this facility's older 16 nm and 12 nm FinFET process, once used for Nvidia 10-series cards, is now used for things not so gaming-related, . There could be smaller things—chip controllers, for instance—still made on this node, though.
Unless Trump follows through with , however, the main effects on the PC gaming industry will be not on chip fabs but on the likes of manufacturers such as MSI and ASRock—any component or peripheral manufacturers that have some or all of their process based in China.
: The top chips from Intel and AMD.
: The right boards.
: Your perfect pixel-pusher awaits.
: Get into the game ahead of the rest.
Some might not realise just how reliant on Chinese manufacturing a lot of the component and PC market actually is. To give just one example, Corsair, an American company, has some of its PSUs made by Seasonic, and while Seasonic's offices are based in Taiwan, its factory is .
Ultimately, this will probably mean that a lot of manufacturers have to raise prices or move manufacturing out of China as ASRock is planning on doing. And I suppose Trump could consider companies upping and leaving China a long-term political and economic victory, but any price hikes will ultimately hit American customers.
None of this is [[link]] to mention other potential practical or administrative knock-ons. The United States Postal Service (USPS), for instance, recently announced that it was suspending millions of daily packages from China, although .
As with most things economic, little is certain. But with ASRock now seeming to plan on shifting its manufacturing away from China and talking about price increases, we're seeing some real effects of the tariffs in the PC gaming hardware industry. And these are just 10% tariffs, much lower than many expected. Who knows what 100% tariffs against Taiwan would [[link]] cause?