Trump's Tariff Exemptions: A Boon for Tech Giants and Taiwan's Semiconductor Powerhouse?

Unpacking the Implications of US Tariff Relief on Consumer Electronics and the Crucial Role of TSMC.

The Trump administration in the United States has announced exemptions from retaliatory tariffs on smartphones, computers, and other electronic products. This move is poised to mitigate the impact of higher prices on consumers and benefits major electronics manufacturers like Apple and Samsung.

According to Bloomberg News, the US Customs and Border Protection (CBP) issued a notice on the evening of November 11th, excluding products such as smartphones, laptops, hard drives, and computer processing and memory chips from the 125% tariffs imposed by Trump on mainland China, and the 10% basic tariffs imposed on virtually the rest of the world.