The tariff would aim to reshape the global semiconductor supply chain by incentivizing onshore production. Notable companies such as Apple, already committing over $100 billion in additional U.S. investments (bringing their total pledge to $500 billion), are being touted as major beneficiaries of this carve?out. Major chipmakers like TSMC—with its new Arizona fab—and Samsung, as well as SK Hynix, are also expected to qualify for exemptions given their current or planned production footprints in the U.S.
