Trump's 25% Tariff on AI Chips: 5 Stocks Most Exposed
ByAinvest
Friday, Jan 16, 2026 10:44 pm ET1min read
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Taiwan Semiconductor Manufacturing Company (TSMC) is most exposed to Trump's 25% tariff on AI chips due to its manufacturing location in Taiwan and high revenue concentration. NVIDIA and AMD also face significant exposure as they manufacture all AI chips through TSMC. Qualcomm and Apple have lower exposure due to their mobile chip and internal consumption models, respectively.
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