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Chip Tariffs Spared for AI Data Centers
10 Feb
Summary
- Major tech firms like Amazon, Google, and Microsoft may get tariff exemptions.
- Exemptions are tied to investment commitments from Taiwan Semiconductor.
- TSMC is investing $165 billion to build factories in Arizona.
The Trump administration is reportedly considering exemptions from upcoming chip tariffs for major technology firms, including Amazon, Google, and Microsoft. These potential carve-outs are specifically for companies building artificial intelligence data centers.
The exemptions would be facilitated by the Commerce Department. They are reportedly tied to investment commitments made by Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest contract chipmaker.
TSMC is undertaking a substantial investment of $165 billion to construct new factories within the United States, with a focus on Arizona. While these plans are in development, they have not yet been finalized or signed by President Trump, according to sources familiar with the matter.
