# Taiwan Semiconductor Manufacturing is riding the AI wave, but the latest news isn't only about demand.

*semiconductor · news · 2026-01-18 · The Street*

## Key points

- A new U.S.-Taiwan trade deal cuts tariffs on many Taiwanese goods from 20% to 15%.
- Taiwanese corporations pledged $250 billion to boost U.S. output of chips, energy, and AI.
- TSMC is expanding in Arizona, securing land and planning its first advanced packaging plant there.
- Taiwanese chipmakers increasing U.S. production get improved tariff treatment on semiconductors and related items.
- Major chip-tool suppliers like ASML, Lam Research, and Applied Materials could benefit from TSMC’s U.S. expansion.

**Companies:** Taiwan Semiconductor Manufacturing, Nvidia
**Countries:** United States, Taiwan

[Read the full story on The Street](https://www.thestreet.com/investing/us-taiwan-tariff-deal-boosts-tsmc-will-help-iphone-ai-pc-shoppers)

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