In-Depth Impact Analysis: How U.S. 20% Reciprocal Tariffs Reshape Taiwan's Semiconductor Industry

This IDC Market Note investigates and analyzes the 20% reciprocal tariffs imposed on Taiwan products by the United States on August 1, 2025.Conclusion: A Transformational Opportunity to Turn Challenges into OpportunitiesTaiwan's semiconductor industry should view current challenges as transformation opportunities. By accumulating AI chip development experience, achieving 2nm GAA mass production, and advancing packaging technologies to build technology moats, while mitigating geopolitical risks through global deployment and transitioning from vendors to system solution partners, Taiwan's semiconductor industry - leveraging technological irreplaceability and strategic partnerships - will effectively address Section 232 and future challenges, leading global semiconductor development.