Taiwan Semiconductor Seeks to Lock in 15% US Tariffs with $500B Investment Pledge

TSMTSM

Taiwan Semiconductor Manufacturing Company is working with the government to secure two trade agreements cutting US tariffs on its exports from 20% to 15%, backed by $250B in US investment commitments and $250B in credit guarantees. Its semiconductor exports to the US hit $24.7B in December, exceeding China’s $21.1B.

1. Government Seeks to Preserve Tariff Cuts

Taiwan’s vice premier engaged with US officials to uphold recently negotiated trade accords, ensuring the 15% tariff rate on Taiwanese exports remains intact after the emergency tariff authority ruling.

2. $500B Investment and Credit Guarantees

Under the agreements, Taiwanese companies pledged $250B to expand semiconductor, energy and AI production in the US and backed an additional $250B in credit guarantees to support further projects.

3. Exports Exceed China with $24.7B Shipments

December’s semiconductor exports to the US reached $24.7B, surpassing China’s $21.1B and underscoring Taiwan Semiconductor’s leading position in the US market.

4. Share Price Reaction

Taiwan Semiconductor shares rose 1.64% to $376.11 in pre-market trading, trading near a 52-week high of $380.00 as investors reacted positively to tariff certainty.

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