Chip stocks jump after Trump semiconductor tariffs in the U.S. footprint

The 100% tariff on semiconductor imports proposed by U.S. President Donald Trump has attracted attention from the main chip names.

Problems continue Regarding how to perform these responsibilities: Do they apply to the imported original chip itself, or to the end product (such as a smartphone or laptop)? How much manufacturing is actually needed in the United States?

Trump said that if the company is “built in the United States or is committed to building without a doubt”, then “no fees will be charged.”

Investors hope on Thursday that U.S. investment and commitments to current footprints can help them avoid the worst semiconductor tariffs.

According to Trump’s comments, here’s a breakdown of the world’s major chip companies and their operational and investment commitments to the United States

Taiwan Semiconductor Manufacturing CompanyThe world’s largest chip maker has pledged to invest $165 billion in the U.S.

This includes an ongoing $65 billion investment in Phoenix, Arizona’s premium chip manufacturing business, and a $100 billion announced in March.

TSMC shares rose nearly 5% in Taiwan on Thursday as investors bet the company would impose semiconductor tariffs.

apple Samsung will produce iPhone maker image sensors from its facilities in Austin, Texas, from its South Korean tech giant facility.

Samsung shares also ended a higher day in South Korea’s trade.

Summary of chip manufacturers GlobalFroundRoss Stocks surged nearly 10% in pre-sales trade on Thursday.

The company has a manufacturing footprint in the United States, but does not have cutting-edge chips like TSMC. Instead, it produces fewer premium products that are widely used in various industries.

On Wednesday, GlobalFoundries announced a deal with Apple calling for “a deeper collaboration that will advance semiconductor technology and strengthen U.S. manufacturing.”

The company said it will “accelerate” investments in its factory in Malta, New York.

Given its U.S. base, investors see GlobalFoundries as the winner of Trump’s semiconductor tariffs.

SK Hynix produces the high bandwidth memory chips that Nvidia uses in its products. Last year, the Korean company announced that it had almost US $4 billion chip packaging facility.

SK Hynix shares closed above 1% on Thursday.

In April, Nvidia Say it plans to produce US$500 billion AI infrastructure Through manufacturing partnerships over the next four years.

Its Blackwell AI chips have already begun production at TSMC’s Phoenix factory.

Listed trade in NVIDIA shares rose 1%.