ปมสหรัฐฯ สงสัยบริษัทไทย เอี่ยวลักลอบ ‘ส่งชิป’ ไปจีน กระทบไทยแรงแค่ไหน | THE STANDARD WEALTH

Reports suggest US suspicion towards Thai companies possibly transshipping Nvidia chips to China. The company OBON is reportedly involved in forwarding Nvidia graphics cards, originally from Taiwan, through Thailand via a company called OBON, before reaching Alibaba. This connection has raised concerns due to OBON's business dealings with Siam AI, although Siam AI has denied any involvement. Currently, the US Department of Justice has not initiated an investigation into OBON, with their focus remaining on Super Microcomputer in Taiwan. However, this situation could impact Thailand's ongoing trade and tax discussions with the US, particularly concerning Section 301. If an investigation were to proceed and find tangible involvement, it could lead to increased tariffs on Thai goods, potentially rising from 10% to 15-25%, or even a 40% penalty for transshipment violations. Experts emphasize the sensitivity of chips, viewing them as more than just general products due to potential security threats. There's a recognized need for better classification and security measures for electronically sensitive components. From a business perspective, the Thai government is urged to act swiftly to prevent potential negative impacts on trade relations with the US. The recommended initial step is for the Thai government, likely through the Ministry of Foreign Affairs, to engage in a dialogue and information exchange with the US Trade Representative (USTR). This proactive approach aims to clarify the situation, address any miscommunications, and demonstrate sincerity, especially since no formal investigation has commenced. If an investigation by the DOJ does begin, Thailand could then cooperate in establishing an investigative team. The focus for the Thai government should extend beyond the private sector to encompass stability and future commercial conditions, including tax implications.