『US Imposes New Tariffs on Taiwan Semiconductor Giant TSMC Amid Trump's Trade Reshaping Strategy』のカバーアート

US Imposes New Tariffs on Taiwan Semiconductor Giant TSMC Amid Trump's Trade Reshaping Strategy

US Imposes New Tariffs on Taiwan Semiconductor Giant TSMC Amid Trump's Trade Reshaping Strategy

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 Listeners, today's update brings major headlines on Taiwan and US tariff policy under President Trump. The big development involves the US Bureau of Industry and Security, which recently revoked a longstanding tariff waiver for Taiwan Semiconductor Manufacturing Company. This means TSMC—the world’s leading chipmaker and the engine behind both tech innovation and US defense systems—now faces new US tariffs on semiconductors not manufactured domestically. President Trump announced that a “fairly substantial tariff” would be applied to foreign-made chips unless the manufacturers invest in US production. The administration has stated, “No U.S.-owned fab has this privilege—and now, following today’s decision, no foreign-owned fab will have it either,” underscoring its push to bolster domestic manufacturing.

These tariffs mark a sharp turn in US trade policy. Back in April, Trump signed an executive order invoking the International Emergency Economic Powers Act to impose a universal 10% tariff on imports from all countries, with an even higher reciprocal tariff policy for certain nations kicking in days later. Textile and apparel suppliers like Vietnam and Bangladesh were hit with rates as high as 46% and 37%, while China faced a 34% tariff. For Taiwanese manufacturers, uncertainty looms as the US leans into using tariffs as both a negotiating tool and an incentive for local investment. On August 1st, the White House extended its “90-day pause” on these tariffs, giving its trade partners—including Taiwan—a window to strike new deals or face increased duties.

This policy shift sent ripples across the region. According to Taiwan News, the island’s stock market dipped after Trump’s administration proposed a 20% tariff, adding to anxieties about future technology exports. Industry leaders in Taiwan warn that while Trump’s team views China with deep skepticism, the president’s “deal-making” approach could turn Taiwan into a bargaining chip. If Chinese President Xi Jinping demands Washington limit arms sales or soften its stance on Taiwan, Trump may weigh those concessions against trade or domestic economic priorities.

Yet, Trump’s room to negotiate away Taiwan’s interests is limited by America’s reliance on Taiwanese semiconductors, especially in AI and defense. With TSMC controlling over two-thirds of global foundry capacity and powering critical US tech, Taipei sits at the heart of a supply chain America can’t afford to disrupt—even as Trump continues talk of “de-risking.”

Listeners, keep watch as Washington and Taipei navigate these turbulent waters. New tariffs and shifting policies mean the coming months will be critical for the tech trade and Taiwan’s role in global negotiations. Thank you for tuning in, and don’t forget to subscribe for all the latest updates on Taiwan’s tariff landscape. This has been a quiet please production, for more check out quiet please dot ai.

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