The U.S. President Donald Trump accused Taiwan’s semiconductor industry of stealing American business. This statement follows a 6-3 U.S. Supreme Court ruling that invalidated several tariffs previously imposed under the International Emergency Economic Powers Act. The court determined these measures exceeded presidential authority.
Taiwanese semiconductor exports to the U.S. continue to surge due to high demand for artificial intelligence chips. In response to shifting trade dynamics, the U.S. administration is transitioning to Section 232 and 301 tariffs. These legal tools target specific national security concerns and unfair trade practices.
Trade tensions persist as TSMC manages strategic investments in the U.S., including its Arizona manufacturing plant. This facility currently faces significant cost challenges.