# 台積電將成為「豁免方案」的一部分，意味著公司無法自行選擇豁免關稅的客戶。

*semiconductor · news · 2026-02-10 · Wccftech*

## Key points

- 台積電預計將獲得與其美國製造投資相關的關稅豁免。
- 豁免將與台積電計劃的美國產能擴張成比例。
- 該方案的受益者可能看到免關稅新設施產能增加2.5倍。
- 台積電可能會選擇哪些客戶受益於即將到來的美國晶片關稅豁免。
- 尚不清楚該豁免是否適用於其他台灣企業如鴻海和廣達。

It appears the chip tariff threat against TSMC has faded, as the Trump administration is considering exempting the Taiwan giant following significant US commitments. TSMC Sees Exemptions Under an Upcoming Tariff Scheme, Allowing the Giant to Benefit Its Customers Semiconductor tariffs have long been a concern for TSMC, especially since the company has faced demands to increase its commitments to American manufacturing or face tariffs of up to 100%. Given how important the Taiwan chip giant is to the global AI supply chain, a tariff wave would've disrupted operations, causing significant concern for hyperscalers and fabless customers. However, according to FT, TSMC is set to be part of an "exemption scheme", which means the company could not pick and choose customers to exempt from chip tariffs. Under the deal, Taiwanese companies including TSMC that invest in the US will be exempt from the forthcoming tariffs in proportion to their planned US capacity. - The Financial Times It is reported that under this scheme, production expansion is also a priority, as beneficiaries are expected to witness a "2.5 times rise in the new facilities' planned capacity" tariff-free, indicating that the administration is eager to see a more aggressive fab buildout nationwide. Interestingly, TSMC could opt to have the customers it wants exempted from the upcoming chip tariffs. Stilthere'se's no discussion of wheththere'se's a limit on the volume of tariff-free chips or the number of customers. The details of the scheme a"e "obsc"re" for now. The Trump administration has recognized TSMC's significance, which is why it could offer the chip giant incentives such as tax exemptions. Interestingly, this policy also comes at a time when Taiwan says that the 40% chip manufacturing goal in the US is "simply impossible", associating it with supply chain complexities and the nation's emphasis on the N-2 policy. Despite this, TSMC's commitment to the US has increased significantly over the past few months, encompassing chip fab, advanced packaging, and the buildout of an R&D center. We are currently unaware of whether this chip tariff exemption scheme would benefit other Taiwanese supply chain entities like Foxconn and Quanta, but it is claimed that the focus of these tariffs would be on end products shipped from the US to China.

**Companies:** TSMC
**Countries:** Taiwan, United States

[Read the full story on Wccftech](https://wccftech.com/tsmc-reportedly-spared-from-us-tariffs-after-mega-investments-in-arizona/)

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