US plans Big Tech carve-out from next chip tariffs, FT reports

SelfRugger · 2026-02-10T11:48:18+00:00

The U.S. plans to exempt companies like Amazon, Google, and Microsoft from new chip tariffs to support their AI data center investments, contingent on commitments from Taiwan Semiconductor Manufacturing Company.

SelfRugger

2026-02-10 11:48:18

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US plans Big Tech carve-out from next chip tariffs, FT reports

UK flag, Google and Amazon logos are seen displayed in this illustration picture taken on June 25, 2021. REUTERS/Dado Ruvic/Illustration · Reuters

Reuters

Tue, February 10, 2026 at 9:04 AM GMT+9 1 min read

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Feb 9 (Reuters) - U.S. President Donald Trump’s administration plans to spare firms such ‌as Amazon, Google and Microsoft ‌from upcoming tariffs on chips as they build AI data centers, the Financial Times ⁠reported on ‌Monday, citing people familiar with the matter.

The ‍carve-outs would be provided by the Commerce Department and tied to investment commitments made by ‌the Taiwan Semiconductor Manufacturing Company, the report added.

Plans are in flux and had not been signed by Trump, ⁠the Financial Times cited an administration official as saying.

TSMC, the world’s largest contract chipmaker, ‍is ⁠investing $165 billion to build factories in the U.S. state ⁠of Arizona.

(Reporting by Costas Pitas; ‌Editing by Caitlin Webber and ‌Chris Reese)

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