Trump Threatens 100% Tariff on Imported Semiconductors, Offers Exemptions for US Investment
Aug 6, 2025
Former President Donald Trump announced plans to impose a 100% tariff on imported semiconductors if companies do not manufacture their chips in the United States.
Trump stated that businesses which commit to building and investing in chip production within the US would not face these tariffs. This suggests that companies moving or expanding manufacturing operations in the US could be exempt.
Major technology companies such as Apple and global chipmakers like Taiwan Semiconductor and Intel are expected to be spared from the proposed tariffs if they invest in US manufacturing.
Despite the announcement, stocks of chip companies rose, possibly reflecting confidence that leading firms either already have, or will make, the necessary commitments to avoid being affected by the tariffs.
What did Trump announce about semiconductors?
Trump said he would place a 100% tariff on imported semiconductors unless companies produce them in the US.
Will any companies be exempt from these tariffs?
Yes. Companies that commit to building and investing in US semiconductor manufacturing will not be subject to the tariffs.
Why are chip company stocks rising despite the tariff threat?
Investors may believe that major firms will be exempt from the tariffs by investing in US production, so the impact may be limited.
Sources
Why Nvidia and other chip stocks are shrugging off Trump's latest tariff threat
Market Watch
Market Watch
Trump vowed to impose roughly 100% tariffs on semiconductors unless companies build in the U.S. Is it the latest installment of the “TACO” trade?
Trump Threatens 100% Tariff on Chips, With a Big Caveat
NYTimes
NYTimes
The tariff would not apply to businesses that make a commitment to build and invest in the United States.
Trump Says He Will Impose 100% Tariff on Semiconductors
Bloomberg Markets and Finance
Bloomberg Markets and Finance
President Donald Trump says he would impose a 100% tariff on imports that include semiconductors, though would exempt companies moving production back to the US. Sign up for the Washington Edition newsletter to find out how the worlds of money and politics intersect in the US capital: https://bloom....
Trump Vows 100% Tariff On Chips. So Why Are Taiwan Semiconductor, Apple, Intel R...
Investors Business Daily
Investors Business Daily
President Trump said he'll set a 100% tariff on chips, but signaled that Apple and other giants such as Taiwan Semiconductor will be spared.
Trump Says U.S. Will Charge 100% Tariffs On Imported Chips And Semiconductors
Forbes
Forbes
This is a developing story. Check back for updates.
Trump vows 100% tariff on chips, unless companies are building in the U.S.
CNBC
CNBC
President Donald Trump said he will impose a 100% tariff on imports of semiconductors and chips, but not for companies that are "building in the United States." 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 Washi...
Apple leads surge in global tech shares after Trump tariff relief
Reuters
Reuters
Global technology stocks advanced on Thursday in a relief rally after the latest tariff salvo from U.S. President Donald Trump largely exempted industry heavyweights from his threat to impose 100% levy on chips and semiconductors.
Nvidia Stock Gains. Why It's Shrugging Off Chip Tariffs.
Barrons
Barrons
Nvidia stock was gaining amid expectations its products will be exempted from levies on semiconductor imports.
Wall Street Breakfast Podcast: Tariff Win Sends TSMC Higher
Seeking Alpha
Seeking Alpha
TSMC surged to record highs after Taiwan confirmed the chip giant is exempt from new US tariffs, thanks to its massive US investments. Samsung shares rose as Apple announced it will source innovative chips from Samsung's Texas factory, boosting US-based semiconductor production.
Trump Plans 100% Tariff on Chips With Carveout for Apple, Others (Full Remarks)
Bloomberg Markets and Finance
Bloomberg Markets and Finance
Donald Trump said he would impose a 100% tariff on imports that include semiconductors, though would exempt companies moving production back to the United States, as Apple Inc. CEO Tim Cook and the president announced a fresh $100 billion investment plan from the Oval Office. “We're going to be putt...
Trump Plans 100% Tariff on Chips With Carveout for Apple, Others (Full Remarks)
Bloomberg Technology
Bloomberg Technology
Donald Trump said he would impose a 100% tariff on imports that include semiconductors, though would exempt companies moving production back to the United States, as Apple Inc. CEO Tim Cook and the president announced a fresh $100 billion investment plan from the Oval Office. “We're going to be putt...
3 Big Winners From Trump's Shock 100% Semiconductor Tariffs
24/7 Wall Street
24/7 Wall Street
Key Points in This Article: President Trump's surprise 100% tariff on imported semiconductors announcement yesterday aims to boost U.S.
Stock Market Live August 7: Shrugging Off Tariffs News, S&P 500 (VOO) Rises Agai...
24/7 Wall Street
24/7 Wall Street
President Trump announced even more tariffs last night: a 50% combined rate on Indian imports and 100% on imported semiconductors (with caveats).
TSMC, Samsung Stocks Gain. Why Trump's Chips Tariff Isn't as Scary as It Seems.
Barrons
Barrons
Taiwan Semiconductor Manufacturing and Samsung have invested heavily in the U.S.
Trump calls for Intel's CEO to go. Lawmakers have focused on his ties to China.
Market Watch
Market Watch
Intel's stock is falling as Trump's comments open the door for potentially more leadership drama at the chip giant.
Trump's Threat to Hit Chips With 100% Tariffs Raises Big Questions
NYTimes
NYTimes
The semiconductor supply chain is complex and global. And most chips come into the United States as part of electronics.
Why are chip stocks keeping in green despite imminent 100% tariffs threat
Invezz
Invezz
US chip stocks are retaining momentum despite the Trump administration's plans to announce 100% tariffs on imported semiconductors to push tech firms toward domestic manufacturing. The aforementioned plans are part of President Trump's broader repatriation strategy to bolster US industrial capacity.
President Trump Rocks Chip Stocks With Tariff Talk, Intel Comments
Investors Business Daily
Investors Business Daily
Chip stocks jumped on Thursday after President Donald Trump eased his rhetoric on semiconductor tariffs. But Intel stock fell.
Intel Corp
Semiconductors
Price
Intrinsic Value
40.5
27.29
NVIDIA Corp
Semiconductors
Price
Intrinsic Value
183.38
208.5
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