US plans Big Tech carve-out from next wave of chip tariffs

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Why This Matters

The US government plans to exempt Big Tech companies from the next wave of chip tariffs, with exemptions based on Taiwan Semiconductor Manufacturing Company (TSMC) US investment commitments. This move aims to support domestic chip production and reduce the impact of tariffs on US tech companies. The decision is seen as a positive development for the tech industry.

Market Impact

Market impact analysis based on bullish sentiment with 80% confidence.

Sentiment
Bullish
AI Confidence
80%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Exemptions would be based on chipmaker TSMC’s US investment commitments, officials say

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Full article on Financial Times
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Original article published by Financial Times on February 10, 2026.
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