President Trump has clearly expressed his administration's criteria towards semiconductor tariffs, and the main requirement is to invest in the US chip industry, to avoid hefty taxation.

TSMC, Samsung, Micron & Many Firms Are Likely To Be Excluded From Substantial Chip Tariffs, Which Are Dropping Soon

The Trump administration has been planning chip tariffs under Section 232 for quite some time now, and the Commerce Department is investigating the scope of these tariffs and which companies will be affected. At the dinner with prominent US tech CEOs, President Trump was asked about semiconductor tariffs and how they could play out, and he revealed a rather 'strict' requirement. The Trump administration will impose substantial tariffs on firms that are not yet willing to invest in the US.

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