- On January 15, 2026, the American Institute in Taiwan and the Taipei Economic and Cultural Representative Office signed a landmark trade agreement aimed at reshoring America’s semiconductor manufacturing, which includes a commitment from Taiwanese enterprises to invest at least $250 billion in U.S. semiconductor, energy, and AI production.
- The agreement facilitates additional investments through $250 billion in credit guarantees from Taiwan, supports the establishment of industrial parks in the U.S., and enhances market access for American companies in Taiwan’s semiconductor, AI, defense, telecommunications, and biotechnology sectors.
- The trade deal also introduces a predictable tariff framework, capping reciprocal tariffs on Taiwanese goods at 15% and allowing Taiwanese companies to import significant amounts of new semiconductor capacity into the U.S. without incurring Section 232 duties, promoting a stronger and more resilient domestic semiconductor supply chain.
Source commerce.gov
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