Samsung, Apple, and TSMC Stocks Surge After U.S. Tariff Exemptions and Joint Manufacturing Deals:
The shares of tech giants Samsung, Apple, and TSMC saw substantial gains during Thursday’s trading session
Following the announcement of several positive developments,
Most notably, new U.S. tariff exemptions and expanded industrial cooperation among these companies within the United States.
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Apple
Samsung Electronics shares rose by 3.2% on the Seoul Stock Exchange after the company announced
a new partnership with Apple to supply semiconductor chips from its facility in Texas,
for use in Apple products, including iPhones.
Apple noted that this partnership is part of its broader plan to increase its U.S. manufacturing investments by an additional $100 billion.
The company aims to reduce dependence on global supply chains and counter growing political pressures.
Meanwhile, Yoo Han-koo, South Korea’s trade envoy,
stated that Samsung and SK Hynix would not be affected by the new 100% U.S. tariffs on chip imports
due to existing trade agreements between Washington and Seoul—a development
that boosted market optimism about the future of Korea’s semiconductor industry in the U.S.
In the same context, Apple’s stock notably increased on Wednesday. It continued to gain in pre-market trading,
Following U.S. President Donald Trump’s announcement of sweeping tariffs on chip imports
with exemptions for companies that have manufacturing facilities or plans within the U.S.
Apple had previously warned of potential multi-billion-dollar losses due to the tariffs.
Still, its latest announcement to boost industrial investment in the U.S. was seen
as a direct response to secure an exemption, strengthening investor confidence, and pushing the stock higher.
Taiwan
On the Taiwanese side, TSMC, the world’s largest semiconductor manufacturer,
saw its shares rise by 4.44% on the Taiwan Stock Exchange after it announced an exemption from the new tariffs,
Thanks to its major industrial projects in Arizona.
The company’s shares rose 2.65% on the New York Stock Exchange during after-hours trading, reaching USD 237.50.
Taiwanese officials indicated that TSMC’s investments in the U.S. automatically qualify it for the tariff exemptions.
Other companies are also expected to receive similar exemptions if they commit to establishing or expanding factories within the U.S.
These developments reflect a global trend toward localizing chip manufacturing in the U.S.
And reducing dependence on foreign production—particularly amid escalating trade tensions and geopolitical concerns.
This shift paves the way for significant growth opportunities for companies committed to domestic U.S. manufacturing.
Samsung, Apple, TSMC Rally on U.S. Tariff Easing and Deals