Overview

• Taiwan Semiconductor Manufacturing Company (TSMC) announced a $100 billion investment to build five new U.S. chipmaking facilities, expanding its existing operations in Arizona.
• The Trump administration has secured a total of $3 trillion in investments and trade commitments over six weeks, covering industries like semiconductors, artificial intelligence, and pharmaceuticals.
• Apple pledged $500 billion to expand U.S. manufacturing, including opening a new factory in Texas, hiring 20,000 workers, and collaborating with TSMC on advanced silicon production.
• Additional agreements include $600 billion in U.S. investments from Saudi Arabia, $500 billion in trade commitments with India, and Japan increasing auto production and LNG imports from the U.S.
• Trump is still considering tariffs on foreign semiconductor imports, including chips from Taiwan, a move experts say could disrupt global supply chains and raise costs for tech companies.