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Fresh US Tariffs Shake up Asian Chip Stocks; TSMC and Samsung Edge Higher
UNITED STATES, AUG 7 – Trump's tariffs aim to boost US semiconductor manufacturing, exempting companies like TSMC and Samsung investing billions in the US while targeting low-end chip producers in Asia, experts said.
- On Thursday, August 7, 2025, U.S. President Donald Trump declared plans to impose a full tariff on semiconductor imports from companies that do not invest in the United States, triggering turbulence in Asian chip markets in Tokyo and Seoul.
- The tariff aims to protect U.S. chip manufacturing and exempts companies building or investing in the U.S., like TSMC and Samsung, who have pledged large investments, according to Trump and U.S. officials.
- Following the announcement, Taiwan's TSMC shares rose nearly five percent, while Japanese chipmakers like Tokyo Electron and Renesas declined, reflecting market uncertainty over the tariff's impact on legacy and advanced producers.
- Experts note that highest-end semiconductors will be excluded from tariffs, but low-end chip producers in Malaysia and China could be harmed, and U.S. industrial policies might unintentionally strengthen Chinese competitors, warned researchers.
- The tariff announcement suggests a shift in global semiconductor strategies, emphasizing U.S. domestic production while prompting concerns over uneven effects on legacy makers and international trade relations.
27 Articles
27 Articles
TSMC 'at front of the line' for exemption of Trump tariff: US scholar - Focus Taiwan
Washington, Aug. 7 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) will be "at the front of the line" for an exemption from U.S. President Donald Trump's plan to impose 100 percent import duties on semiconductors given its large investment in the United States, an American researcher told CNA on Thursday.
If chip firm builds US plant during Trump's term, no tariff will apply: Lutnick
WASHINGTON — If a semiconductor firm commits to building its factory in the United States during U.S. President Donald Trump's term and fulfills the commitment, its chips would not face a tariff, the...
Trump's 100% chip tariff to exempt everyone but China
The United States plans to impose a 100% tariff on all semiconductor imports, while exempting chipmakers that have already invested in or promised to build factories on its soil. US President Donald Trump made the remarks in the Oval Office during a meeting with Apple Chief Executive Tim Cook on Wednesday (August 6). “But if […] The post Trump’s 100% chip tariff to exempt everyone but China appeared first on Asia Times.
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