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Trump warns ‘fairly substantial’ chip tariffs are coming; signals Apple, others will be safe

Mark Zuckerberg, chief executive officer of Meta Platforms Inc., and U.S. President Donald Trump during a dinner with tech leaders in the State Dining Room of the White House in Washington, DC, U.S., on Sept. 4, 2025. President Donald Trump has reiterated a warning that he will soon impose "fairly substantial" tariffs on semiconductor imports from companies that do not shift production to the U.S., but will spare firms like Apple that expand investments domestically. Trump made the comments Th

Why the US government is taking a stake in Intel

The Trump administration wants the United States to be the dominant force when it comes to artificial intelligence, and one way the administration hopes to achieve primacy is by bringing semiconductor manufacturing back to the U.S. To help with that transition, President Donald Trump has introduced potential chip tariffs and policies in recent months meant to bring more semiconductor manufacturing stateside. In late August, the Trump administration took an unprecedented step toward that goal w

The U.S. makes it harder for TSMC, SK Hynix and Samsung to produce chips in China

A 300mm wafer on display at the booth of Taiwan Semiconductor Manufacturing Company during the 2023 World Semiconductor Conference at Nanjing International Expo Center on July 19, 2023, in Nanjing, China. The U.S. has revoked a waiver that allowed Taiwan Semiconductor Manufacturing Co. to export key chipmaking equipment and technology to its manufacturing plant in Nanjing, China, as Washington continues to ramp up efforts to limit Beijing's semiconductor advancement. The change will remove a f

What are semiconductors and why is Trump threatening 100% tariffs?

What are semiconductors and why is Trump threatening 100% tariffs? 11 hours ago Share Save Liv McMahon & Shiona McCallum Technology reporters Share Save Getty Images The manufacture of the tiny tech that powers billions of devices is under a microscope. US President Donald Trump has said he plans to introduce 100% tariffs on semiconductor imports. The tiny chips power a range of different devices and are integral to modern technology and the global economy. While some semiconductor producers

Trump's latest chip tariff declaration raises more questions than answers

In this article 2330-TW AAPL GOOGL AMZN Follow your favorite stocks CREATE FREE ACCOUNT U.S. President Donald Trump speaks to reporters near Air Force One at the the Lehigh Valley International Airport on August 03, 2025 in Allentown, Pennsylvania. Anna Moneymaker | Getty Images After months of speculation, U.S. President Donald Trump has divulged more of his semiconductor tariff plans, but his latest threats might raise more questions than answers. On Wednesday, Trump said he will impose a

Trump's latest chip tariff announcement raises more questions than it answers

U.S. President Donald Trump speaks during an event with Apple CEO Tim Cook in the Oval Office of the White House on August 6, 2025 in Washington, DC. Win Mcnamee | Getty Images After months of speculation, U.S. President Donald Trump has divulged more of his semiconductor tariff plans, but his latest threats might raise more questions than answers. On Wednesday, Trump said he will impose a 100% tariff on imports of semiconductors and chips, but not for companies that are "building in the United

Apple’s new $100B US commitment got it a 100% chip tariff exemption

During today’s Oval Office press conference, President Donald Trump announced that Apple will be exempt from an upcoming “very large tariff on chips and semiconductors”. Here are the details. Today, Apple announced the American Manufacturing Program (AMP), adding $100 billion to its previously pledged $500 billion investment aimed at expanding domestic facilities and creating jobs. During the press briefing in which, among other things, Apple CEO Tim Cook gifted President Trump a piece of US-m

World's largest chipmaker TSMC says it has discovered potential trade secret leaks

TSMC workers walk down a hallway in a chipmaking fab in Taiwan. The company is building three such plants in Arizona. Taiwan Semiconductor Manufacturing Co . said on Tuesday that it had detected "unauthorized activities" that lead to the discovery of potential trade secret leaks. The world's biggest semiconductor manufacturer told CNBC that it has taken "strict" disciplinary action against the personnel involved and that it has also launched legal proceedings. "TSMC maintains a zero-tolerance

Taiwan Semi is speeding up U.S. chip production due to demand, CEO says

Signage for Taiwan Semiconductor Manufacturing Company (TSMC) at it's fabrication plant in Phoenix, Arizona, US, on Monday, March 3, 2025. Taiwan Semiconductor Manufacturing Company CEO C.C. Wei on Thursday said the company is seeing "strong interest" from its leading U.S. customers and is working to speed up its volume production schedule by several quarters. TSMC is the world's largest contract chip manufacturer, and the company has pledged to invest a total of $165 billion in advanced semic

Chipmakers get larger tax credits in Trump’s latest ‘big beautiful bill’

The latest version of U.S. President Donald Trump's "big beautiful bill" could make it cheaper for semiconductor manufacturers to build plants in the U.S. as Washington continues its efforts to strengthen its domestic chip supply chain. Under the bill, passed by the Senate Tuesday, tax credits for those semiconductor firms would rise to 35% from 25%. That's more than the 30% increase that had made it into a draft version of the bill. Companies eligible for the credits could include chipmakers

Chip stocks fall on report U.S. could terminate waivers for Taiwan Semi and others

A motorcycle is seen near a building of the Taiwan Semiconductor Manufacturing Company (TSMC), which is a Taiwanese multinational semiconductor contract manufacturing and design company, in Hsinchu, Taiwan, on April 16, 2025. Semiconductor stocks declined Friday following a report that the U.S. is weighing measures that would terminate waivers allowing some chipmakers to send American technology to China. Commerce Department official Jeffrey Kessler told Samsung Electronics , SK Hynix and Taiw

Startup aims to shrink particle accelerators to transform semiconductor manufacturing

Something to look forward to: In a modest laboratory tucked beneath the offices of Y Combinator in San Francisco, a young startup is working to upend one of the most entrenched technologies in chip manufacturing. Inversion Semiconductor, founded in 2024 by Rohan Karthik and Daniel Vega, is betting that shrinking particle accelerators down to tabletop size could unlock a new era of faster, more powerful semiconductor production. Today, the world's most advanced chips are made with extreme ultrav

Building semiconductor plants in the US takes twice as long, costs twice as much as in Taiwan

The big picture: The U.S. and many Western markets are simply not as efficient as Taiwan in building semiconductor fabrication (fab) operations. According to reports, 18 new fab construction projects are planned for 2025 alone, making it crucial to address these challenges. The West must streamline fab construction processes to catch up with the well-established semiconductor ecosystems of Taiwan and other Asian manufacturing hubs. TSMC encountered significant challenges when it began construct