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Global chip giants converge on Taiwan for Computex

While US tariffs were the biggest issue facing the sector, most companies at Computex “will shy away from addressing tariffs directly as the situation is too uncertain,” said Eric Smith of specialist platform TechInsights.

Last month, Washington announced a national security probe into imports of semiconductor technology, which could put the industry in the crosshairs of President Donald Trump’s trade bazooka and inflict potentially devastating levies.

Since taking office in January, Trump has threatened hefty tariffs against many of America’s biggest trade partners with the aim of forcing companies to move production to US soil.

Export-dependent Taiwan has pledged to increase investment in the United States as it seeks to avoid a 32 percent US tariff on its shipments.

But there are concerns the island could lose its dominance of the chip sector — the so-called “silicon shield” protecting it from an invasion or blockade by China and an incentive for the United States to defend it.

TSMC, the Taiwanese contract chipmaking giant, has unveiled plans to inject an additional $100 billion into the United States, on top of the $65 billion already pledged.

TSMC-supplier GlobalWafers also announced plans last week to increase its US investment by $4 billion as the Taiwanese company opened a wafer facility in the US state Texas.

But Huang was optimistic on Friday when asked about the impact of tariffs on Taiwan, saying the island would “remain at the centre of the technology ecosystem”.

“There are so many smart companies here, there are so many innovative and spirited companies,” Huang said.

“I fully expect Taiwan to continue to thrive… before, after, throughout.”

© 2025 AFP

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