Tariffs are disrupting the chip sector, leading to government stakes in struggling chipmakers and lobbying for tariff loopholes.

The entities involved

• Donald Trump →

  American businessman and politician (born 1946), President of the United States (2017–2021; since 2025)

  • Trump ended the ceasefire agreement with Iran following recent attacks by Iranian forces.Mon 18:02
  • The Trump administration utilized the Department of Health & Human Services for an AI tool.Mon 18:02
• TSMC →

  semiconductor foundry company headquartered in Taiwan

  • Apple is utilizing TSMC for advanced chip manufacturing, a trend observed alongside market pricing pressures affecting sales volume.Mon 17:45
  • Disputes intensified over foreign policy comparisons in the Middle East, driving oil market volatility.Mon 14:11
• Intel →

  American multinational technology company

  • A market sell-off hit major chip companies (AMD, Intel, Micron, Samsung, Nvidia) as the AI trade cooled and investors entered risk-off mode.Mon 17:34
  • Hyperscalers are competing for AI market share, driving high demand for semiconductors and boosting corporate profits.Mon 16:49

Related events

• US tech companies, including AMD, are leading China in AI chip development, leading to agreements on export licenses and profit sharing.Jun 7
• Trump tariffs and onshoring benefit AI stocks, leading to automation and robotics support agreements involving Amazon and Richtech Robotics.Jun 7
• Intel is expanding U.S. factories with investments from the Trump administration, navigating fierce competition from companies like Nvidia and AMD.Jun 18
• High-level talks regarding trade, AI, and geopolitical issues are underway, with market analysts commenting on yuan strength and policy.Thu 16:26
• AI stocks are benefiting from Trump-era tariffs, with Morningstar and ClearBridge providing market analysis on growth and upside potential.Jun 8