
US President Donald Trump says the country will levy tariffs of 100% on semiconductor imports, with an exemption for companies that have factories in the US. TSMC is among those that would be exempt, having established a plant in the US. Though costs are higher in the US, Nvidia CEO Jensen Huang and AMD CEO Lisa Su have said they will place orders with TSMC, and Apple remains TSMC’s largest client. Let’s hear more.
Tim Cook
Apple CEO
… bring TSMC to Arizona by committing to be their first and largest customer .They are producing tens of millions of chips for Apple using one of the most advanced process technologies in America today.
Paul Liu
National Development Council
Our semiconductor industry is extremely resilient. It’s likely the strongest out of any country in the world. If even the sturdiest industry is afraid, the rest should be even more afraid. We are all confident in our semiconductor industry.
Nobunaga Chai
CloudExpress
TSMC is set to be completely exempt of being levied these semiconductor tariffs. We will keep monitoring the impact of this implementation of Section 232 of the US’ Trade Expansion Act on Taiwan’s semiconductor supply chains, and the broader electronics industry.
Taiwan’s stock market rallied after the announcement, closing up 556 points to soar above the 24,000-point mark. TSMC shares gained 4.89% to reach a new high of NT$1,180, pushing the company’s market cap past NT$30 trillion.
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#trump #trade #economics #tariffs #economics #chips #tech #semiconductor #apple #timcook
美國總統川普宣布,課徵半導體100%關稅,如果在美設廠就豁免,台積電安全下莊,雖然到美國設廠成本增加,但不只輝達黃仁勳、超微蘇姿丰都提過,還是會下單,蘋果更是台積電最大客戶。
[[蘋果執行長 庫克]]
“台積電來到亞利桑那,我們承諾成為台積電第一個也是最大的客戶。他們正為蘋果
生產數千萬個晶片,使用當前美國最先進的技術。”
[[國發會主委 劉鏡清]](第一句刪掉了)
“半導體產業,我們的韌性非常強,我們應該是全世界最強,所以如果第一強的都害怕,其他人就會更害怕。產業對自己信心還是很高。”
[[雲報政經產業研究院副社長 柴煥欣]]
“半導體關稅的部分,其實台積電確實是可以處在完全豁免的狀況。(後續觀察)整個232條款,對於我們台灣整個半導體產業鏈,甚至擴及到整個電子產業鏈的狀況。”
白宮宣布後,台股上演慶祝行情,大漲556點,站上2萬4千點。台積電漲4.89%,股價1180元創新高,市值突破30兆。
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