What the world's biggest chipmakers are doing to stave off Trump's tariffs
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CNBC

What the world's biggest chipmakers are doing to stave off Trump's tariffs

August 7, 2025
11:52 AM
3 min read
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Shares of major chip stocks rose as investors bet these companies' U.S. investments may help mitigate President Trump's proposed 100% semiconductor tariffs.

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3 min read

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investment

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August 7, 2025

11:52 AM

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CNBC

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President Donald Trump speaks during an event with Apple CEO Tim Cook in the Oval Office of the White House on August 6, 2025 in Washington, DC

Win Mcnamee | Getty ImagesU.S

President Donald Trump's posed 100% tariffs on the import of semiconductors has brought major chip names into the spotlight.Questions linger how these duties will be implemented: will they apply to the raw chip itself that is imported, or the end duct, a smartphone or laptop? And how much manufacturing needs to actually be done in the U.S.?Trump said that, if companies are "building in the United States or have committed to build, without question," then "there will be no charge."A number of chip stocks moved higher on Thursday on investor hopes that pledges of U.S. investment and current foot Stateside may help them avoid the worst of the semiconductor tariffs.Based on Trump's s, here's a breakdown of the major chip companies in the world and what their operations and investment commitments to the U.S.TSMCTaiwan Semiconductor Manufacturing Co., the world's biggest chipmaker, has pledged a total of $165 billion in investments to the U.S.This includes an $65 billion investment in advanced chip making operations in Phoenix, Arizona and a fresh $100 billion announced in March.TSMC s rose nearly 5% in Taiwan on Thursday, as investors bet the company will ride out the semiconductor tariffs.SamsungSamsung operates chipmaking facilities in Texas and has also committed billions of dollars in investment to the U.S.Apple on Wednesday said that Samsung would duce image sensors of the iPhone maker out of the Korean giant's facility in Austin, Texas.Samsung s also the day higher in South Korean trading.watch now1:4301:43How major chip names could mitigate the effect of Trump's seminconductor tariffsWorldwide ExchangeGlobalFoundriesU.S.-headquartered chipmaker GlobalFoundries saw s surge nearly 10% in premarket trade on Thursday.The company has a manufacturing foot in the U.S., but it does not make cutting-edge chips TSMC

Instead, it makes less advanced ducts that are widely used across various industries.On Wednesday, GlobalFoundries announced an agreement with Apple for a "deeper collaboration that will advance semiconductor nologies and strengthen U.S. manufacturing."The company said it will "accelerate" investments at its factory in Malta, New York.Given its U.S. base, investors see GlobalFoundries as a winner of Trump's semiconductor tariffs.SK HynixSK Hynix duces the high-bandwidth memory chips that Nvidia uses in its ducts

Last year, the South Korean company announced a nearly $4 billion chip packaging facility in the U.S.s of SK Hynix closed more than 1% higher on Thursday.NvidiaIn April, Nvidia said it plans to duce up to $500 billion of AI infrastructure in the U.S. via its manufacturing partnerships over the next four years.Its Blackwell AI chips have started duction at TSMC's Phoenix facility.Nvidia s were 1% higher in premarket trade.AppleWhile not strictly a semiconductor company, Apple does design its own chips

Trump on Wednesday announced that Apple will spend an additional $100 billion on U.S. companies and suppliers over the next four years.Apple said that its U.S.-based supply chain would duce more than 19 billion chips for its ducts this year, which includes manufacturing from TSMC in Arizona.Apple s rose more than 3% in premarket trade on Thursday, ing a 5% jump on Wednesday.