[News] US Reportedly Mulls Tariff Exemptions for Amazon, Google, Microsoft on TSMC-Made Chips

While many details of the semiconductor duties remain unclear, one certainty is that in January the Trump administration slapped a 25 percent levy on certain AI chips from AMD and NVIDIA. Now, the Financial Times reports that Washington plans to exempt major tech players like Amazon, Google, and Microsoft as they race to expand the data centers powering the AI boom.

Notably, the report, citing sources familiar with the matter, notes that the Commerce Department is preparing to grant US hyperscalers tariff carve-outs, contingent on investment commitments from foundry giant TSMC.

According to Financial Times, under the reported new plan, TSMC would be able to grant exemptions for its US clients from the upcoming duties. However, the scale of the potential rebate program would be tied to the recent US-Taiwan trade deal, the report explains, adding that in return for a $250 billion investment in the…