South Korea Exempts Samsung and SK Hynix From Trump’s 100% Tariffs on Semiconductors Following NVIDIA and Apple

This is not investment advice. The author holds no positions in any of the stocks mentioned.

Impact of New Tariffs on Semiconductor Companies

As global semiconductor giants navigate the newly proposed sweeping tariffs on silicon chips, it’s becoming evident that only a limited number of firms may actually confront these financial penalties. Recent announcements indicate a strategic approach by the Trump administration, aimed at exempting specific companies from these tariffs.

Overview of Tariff Proposals

President Trump’s latest plan, revealed earlier today, introduces significant tariffs tailored for the semiconductor sector. However, the administration has opted to mitigate these impacts by providing exemptions to entities actively involved in establishing or expanding chip manufacturing facilities within the United States.

Exemptions Granted to Key Players

Following the announcement, it was confirmed that industry leaders NVIDIA and Apple would both enjoy exemption status, primarily due to their substantial investments focused on U. S.operations.

Apple’s Major Investment Commitment

In a bold move to enhance its U. S.manufacturing base, Apple declared its intention to invest a staggering $600 billion over the next four years. This investment is aimed at creating a comprehensive supply chain that spans every facet of its intricate manufacturing processes, from the production of silicon wafers to the assembly of finished products like iPhones and Macs. Apple intends to collaborate with domestic facilities such as GlobalWafers America, TSMC, Texas Instruments, and Applied Materials to achieve this goal.

— First Squawk (@FirstSquawk) August 7, 2025

Emerging Players and Remaining Challenges

Shifting focus to other players in the field, Samsung has also made headlines with its commitment to invest $45 billion in the U. S.This investment will support the establishment of two chip fabrication plants, a research and development center, and a packaging facility by 2030, reinforcing the company’s stance in the semiconductor industry.

Given the stringent qualifiers linked to Trump’s semiconductor tariffs, it appears that only companies such as SMIC, UMC, and Rapidus will likely face the brunt of these penalties, as they lack substantial manufacturing operations within the U. S.

Source & Images