President Donald Trump has threatened to impose tariffs on Taiwan-made chips, which could hit Nvidia, one of TSMC's biggest customers.

Donald Trump's decision to place tariffs on Taiwan comes as China made significant breakthroughs with AI development.

The tariffs would ensnare cutting-edge smartphone and PC-related chips for Apple, AMD and Nvidia if enacted. But Trump is betting his plan will bring more chip production to the US.

"They left us and went to Taiwan," Trump said while speaking at the House Republican Issues Conference on Monday. "We want them to come back." Following his promise of tariffs, Tr

While the tariffs aim to boost domestic manufacturing, they are unlikely to divert production from Asia immediately.

In TSMC’s case, this is in the form of a $12 billion semiconductor factor in Arizona, supporting by a $6.6 billion CHIPS Act subsidy won last year. Since then, the semiconductor giant has pledged to build two more facilities in Arizona, bringing the company’s total planned investment to around $65 billion.

Taiwan's government will soon look at whether it needs to help its domestic industry over threats by U.S. President Donald Trump to put tariffs on semiconductors, Premier Cho Jung-tai said on Wednesday.

TSMC's new U.S. plant is unlikely to get the most advanced chip technology before factories in Taiwan due to complex compliance issues, local construction regulations and various permitting requirements,

Taiwan Semiconductor Manufacturing Company reported robust 4Q24 earnings. Read more to see what makes TSM stock a top pick for AI investors.

Taiwan promises to support chip industry amid US tariff threats. Taiwan's trade surplus with US surged 83% in 2024, with exports reaching $111.4B.

Discover why the recent selloff of TSMC stock may actually present a compelling buying opportunity, given its strong fundamentals in AI-driven technologies.