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Semiconductors are exempt from Trump's massive 32% tariff on Taiwan though PC gamers will still feel the heat
- The Trump administration announced reciprocal tariffs, exempting semiconductors from the 32% tariff on Taiwan, a major producer dominated by TSMC.
- Semiconductors are crucial components for products like iPhones, AMD, Nvidia, and Intel processors.
- The fact sheet published by the White House outlines the incoming tariffs, excluding semiconductors, pharmaceuticals, lumber, and more.
- Malaysia, where Intel and AMD have plants, faces a 24% tariff on all goods entering the US from April 9.
- PC component pricing could be affected despite the semiconductor exemption, as parts are sourced from various countries.
- Tariffs on servers particularly raise concerns about price hikes affecting the tech industry.
- China has faced significant tariffs, prompting companies like ASRock and GPU OEM PC Partner to explore manufacturing in other countries.
- AMD, Nvidia, and Intel saw drops in shares due to the tariff announcement and potential short-term impacts on chip production.
- TSMC, a major chip manufacturer, has plans to invest $100 billion in the US, with some chip production already taking place there.
- Despite concerns, TSMC's investment and production in the US have kept it somewhat shielded from the recent tariff impact.
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