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U.S. and Taiwan Finalize Chip Pact to Build U.S. Capacity and Cut Tariffs to 15%

Taipei commits at least $250 billion in investment and $250 billion in credit guarantees as Washington seeks to relocate a large share of Taiwan’s supply chain.

Overview

  • The agreement directs at least $250 billion from Taiwanese chipmakers into U.S. production and adds $250 billion in credit guarantees to strengthen factories and suppliers for advanced semiconductors.
  • Reciprocal tariffs on covered Taiwanese products are set at 15%, and manufacturers that invest in the United States will receive preferential tariff treatment, according to the Commerce Department.
  • Commerce Secretary Howard Lutnick said the goal is to bring 40% of Taiwan’s semiconductor supply chain to the United States to support national security and reduce reliance on distant suppliers.
  • Washington will impose a 25% duty on semiconductors that transit the United States before re-export, a trade enforcement step following a USTR investigation led by Jamieson Greer.
  • Taipei will support U.S. investment in Taiwan’s semiconductor, AI, and defense technologies, while China has stated it opposes the agreement as an infringement on its claimed sovereignty.