Microsoft May Receive U.S. Tariff Exemptions on TSMC Chips, Lowering Costs
Microsoft is reportedly in line to receive U.S. tariff exemptions on chips manufactured by Taiwan Semiconductor Manufacturing Company (TSMC), a move that could significantly reduce the company's hardware costs. The potential exemptions come as the U.S. government navigates the complex landscape of trade policy while trying to support domestic tech competitiveness.
The tariff relief would be particularly impactful given the massive scale of Microsoft's chip procurement for its Azure cloud infrastructure, AI computing needs, and consumer hardware products. The development highlights the ongoing tension between broad tariff policies aimed at reshaping global trade and the practical needs of American technology companies that rely heavily on Asian semiconductor manufacturing.
The tariff relief would be particularly impactful given the massive scale of Microsoft's chip procurement for its Azure cloud infrastructure, AI computing needs, and consumer hardware products. The development highlights the ongoing tension between broad tariff policies aimed at reshaping global trade and the practical needs of American technology companies that rely heavily on Asian semiconductor manufacturing.