The U.S. reportedly exempts large tech companies from import tariffs on chips, linked to the scale of TSMC's investment in the U.S
The Trump administration plans to exempt technology companies such as Amazon, Google, and Microsoft from chip tariffs when constructing large AI data centers, with the exemption linked to Taiwan Semiconductor's investment commitments in the United States. Taiwan Semiconductor has committed to investing $165 billion in Arizona. This plan has not yet been signed by Trump and is still subject to change, aiming to incentivize U.S. chip manufacturing and assist companies that rely on imported semiconductors. The White House has agreed to reduce tariffs on Taiwanese imports to 15% in exchange for Taiwan's investment in the U.S. chip industry
According to foreign media reports, the Trump administration plans to exempt technology companies such as Amazon, Google, and Microsoft from chip tariffs related to the construction of large AI data centers, with the exemption plan linked to Taiwan Semiconductor's investment commitments in the United States. Currently, Taiwan Semiconductor has committed to investing $165 billion to build a factory in Arizona.
The report points out that the plan highlights President Trump's determination to impose tariffs on chips and incentivize domestic chip manufacturing in the United States, while also providing some assistance to companies that heavily rely on imported semiconductors to drive rapid AI development in the U.S.
The plan has not yet been signed by Trump
However, the report cites a government official stating that these plans are still subject to change and have not yet been signed by Trump. "We will closely monitor the situation to ensure that we do not undermine the integrity of the goals we are trying to achieve through tariffs and tax refunds, and we cannot let it ultimately appear as a gift to Taiwan Semiconductor."
The White House had previously agreed to reduce tariffs on imports from Taiwan to 15% in exchange for Taiwan's $250 billion investment in the U.S. chip industry.
Another source indicated that the scale of tax refunds for large-scale data centers in the U.S. would depend on Taiwan Semiconductor's forecast of its production capacity in the U.S. over the next few years, but details remain unclear
