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.

Taiwan said its leading chip manufacturer will not have to pay a 100% tariff on such imports to the US, helping drive Taiwan Semiconductor Manufacturing Co. shares to a record.