All articles tagged with #chip tariffs
The US will delay imposing tariffs on Chinese semiconductor imports until June 2027, citing China's pursuit of industry dominance as unreasonable, amidst ongoing trade tensions and investigations into global chip imports.
President Trump's new chip policies aim to require companies like TSMC to produce an equal amount of semiconductors in the US and Taiwan, potentially imposing massive tariffs on reliance on offshore manufacturing, which could lead to a significant shift in the global chip supply chain and technological transfer between Taiwan and the US.
Nvidia's stock rose amid relief over US chip tariff exemptions, with the company likely to avoid tariffs due to its domestic manufacturing commitments and key partnerships, boosting investor confidence in the semiconductor sector.
Shares of Taiwan Semiconductor Manufacturing Co. hit an all-time high after it was confirmed they won't face a proposed 100% US tariff on semiconductors, thanks to their significant investments in the US, including new fabs and R&D centers, which aligns with US policies favoring local investment. This development boosted investor confidence, leading to a surge in stock and currency values, and highlights the importance for chipmakers to establish a US presence to mitigate risks.