TSMC, Samsung, SK Hynix and others that have invested in or plan to invest will pay no tariff, according to the president's comments. That's big.”

Officials in Taiwan and South Korea say they don't expect Trump's 100% tariff on foreign chips to affect TSMC or Samsung, likely due to their factory investments in the US.

Upcoming tariffs of 100 per cent on foreign-made semiconductors are creating further uncertainties for the second half of 2025. Several tech industry executives told me they have modest expectations for the remainder of the year — traditionally a peak season for many sectors.