
Trump Plans 100% Tariff on Imported Semiconductors With Exemptions for U.S. Makers, TSMC $300 Billion Arizona Plant Raises Taiwan Concerns
President Donald Trump announced plans to impose a 100% tariff on imported semiconductors and computer chips as part of a broader strategy to boost domestic technology manufacturing. The tariff will exempt companies that manufacture or plan to manufacture semiconductors in the United States, including major firms such as Nvidia, Intel, AMD, Micron, Samsung, SK Hynix, and TSMC. This policy aims to encourage semiconductor production within the U.S., though it raises concerns about supply chain stability and international trade relations. The Taiwanese government expressed concerns that a proposed $300 billion investment by TSMC to build the world's largest wafer fabrication plant in Arizona could severely impact Taiwan's economy. The tariffs fall under the U.S. Section 232 provisions and have positioned Trump as a key decision maker in the semiconductor industry, influencing export policies and corporate leadership decisions.
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