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Trump Administration Weighs Chip Tariff Exemption for TSMC

2/10/2026

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Story summary
  • U.S. President Donald Trump’s administration is considering exempting Taiwan Semiconductor Manufacturing Company (TSMC) from upcoming chip tariffs as of February 10, 2026.
  • The exemption would be tied to TSMC's significant investments in U.S. manufacturing, including a $165 billion commitment to build factories in Arizona.
  • The plan could also spare Amazon, Google, and Microsoft from tariffs as they develop AI data centers.
  • Taiwan has raised concerns about meeting a 40% U.S. chip manufacturing goal because of supply chain complexities.