The U.S. plans to impose new tariffs on microchips, but will exempt large customers of TSMC.

U.S. Trade Department is considering a new policy aimed at supporting the American chip industry and accelerating the construction of TSMC plants in the country. Unlike last year, when the semiconductor sector received temporary import rebates, this time the measures are more limited.

What already exists
- A trade agreement with Taiwan

The U.S. has allowed TSMC to import a certain quantity of chips duty‑free. During the plant construction period, the quota will exceed planned production volumes by 2.5 times; after operations commence it will reduce to 1.5 times. Chips produced in the United States will be exempt from the increased tariff.

New proposal
- Incentives for large customers

It is proposed to provide tax preferences to U.S. companies (Amazon, Google, Microsoft) that order chips from TSMC. These firms are actively developing AI centers in the U.S., and customs incentives should stimulate their investments.

- Quotas for duty‑free imports

TSMC clients will receive quotas proportional to the company’s capital investment in American industry. Full tariff exemption is not guaranteed; benefits will be granted only within the established quotas.

- Investment commitments

TSMC has pledged $165 million to invest in Arizona over several years, and the total investment from Taiwanese manufacturers should reach $250 million. These guarantees will allow Taiwan to import various goods into the U.S. at a customs duty rate of 15 %.

What will happen next
- Higher tariffs on other chips

Outside the preferential programs, semiconductor imports into the U.S. will be subject to an increased tariff, as the trade minister plans.

- Goal of the initiative

To promote chip production domestically and strengthen American technological independence.