Physical Address
304 North Cardinal St.
Dorchester Center, MA 02124
US President Donald Trump speaks during the event with Apple CEO Tim Cook at the White House Oval House office on August 6, 2025 in Washington, Colombia District.
Win McNamee | Gets the image
US President Donald Trump proposed 100% of the semiconductor import tariffs brought the focus on the main names of the chips.
Questions are delayed About how these responsibilities will be fulfilled: Will they apply to the raw chip itself or the final product like a smartphone or laptop? And how much production do you really need to do in the US?
Trump said that if the companies “build in the US or is obliged to build, without a doubt,” then “there will be no fees.”
A number of shares of chips on Thursday passed higher when the investor hopes that he promises US investment and modern traces that can help them avoid the worst semiconductor tariffs.
Based on Trump’s comments, here are the analysis of major companies in the world and what their activities and investment commitments in the US
Tsmc
Taiwan Semiconductor Manufacturing Co.The world’s largest chips have promised a total of $ 165 billion in the US
This includes a permanent investment of $ 65 billion in CHIP preparation operations in Phoenix, Arizona, and in March a fresh $ 100 billion.
On Thursday, TSMC shares increased by almost 5% in Taiwan, as investors argue that the company will ride on semiconductor tariffs.
Samsung
Samsung manages facilities to create chips in Texas as well as making billions of investment in the US
Apple On Wednesday, Samsung stated to produce iPhone image sensors from the Korean technology giant in Austin, Texas.
Samsung’s shares also ended on South Korean trade day.
GlobalfRoundloss
American chips with outdated GlobalfRoundloss On Thursday, the rally saw that stocks increase by almost 10%.
The US company has a production trail, but it does not make advanced chips like TSMC. Instead, it makes less advanced foods that are widely used in various fields.
On Wednesday, GlobalFoundries announced an agreement with Apple on “deeper cooperation that will promote semiconductor technologies and strengthen the US production”.
The company said it “accelerated” the investment at its factory in Malta, New York.
Given its base in the US, investors see Globalfoundries as the winner of Trump’s semiconductor tariffs.
SK HYNIX
SK Hynix produces high bandwidth memory chips that Nvidia uses in its products. Last year, the South Korean company announced almost US $ 4 billion in the US.
On Thursday, SK Hynix shares were closed by more than 1%.
Nvidia
In April, Nvidia said he plans to produce before 500 billion dollars Infrastructure II through its production partnerships over the next four years.
His Blackwell AI chips started production at the Phoenix TSMC facility.
Nvidia’s stock was 1% higher in Premarket.
Apple
Although not strictly a semiconductor company, Apple really develops its own chips. Trump announced Wednesday that Apple will spend an additional $ 100 billion on US companies and suppliers over the next four years.
This year Apple noted that its network supply network produces more than 19 billion chips for its products, which includes production with TSMC in Arizona.
On Thursday, Apple stocks increased by more than 3% in Premarket, after 5% jump on Wednesday.
