TSMC, Samsung, SK Hynix and others that have invested in or plan to invest will pay no tariff, according to the president's comments. That's big.”

Officials in Taiwan and South Korea say they don't expect Trump's 100% tariff on foreign chips to affect TSMC or Samsung, likely due to their factory investments in the US.

As the White House considers new import restrictions on chips, find out why one major Arizona player's stock is surging while another's is taking a hit.