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Trump’s tariffs: What the exemption of smartphones and computers means for the market – New announcements tomorrow

The US president said that on Monday he will give "very specific answers" about this decision and the plans for semiconductors

Trump exempts mobile phones, computers and chips from the new tariffs – Breath of fresh air for Apple, Samsung and TSMC

The same list of exemptions includes semiconductor manufacturing machinery, which favours companies such as Taiwan Semiconductor Manufacturing Co. (TSMC), which has announced significant investments within the US

US: Increased customs duties on imported Chinese strategic goods from 27 September

The new customs duties provide for a 100% increase for Chinese electric cars and 25% for electric vehicle batteries

Intel and Samsung Lead Global Semiconductor Production (infographic)

Intel is first followed by Samsung

Intel and Samsung Lead Global Semiconductor Production (infographic)

Global semiconductor production is currently split between the U.S. and Asia

Unherd: The world’s dangerous dependency on Taiwan for semiconductors – Analysis

The current semiconductor shortage is a result of the squeezing of production at the beginning of the pandemic