Süss Microtec: its Customer TSMC Aims to Expand Faster in the USA. Chip Equipment is Temporarily Exempt From Tariffs!

Over the weekend, there were reports in the USA that tariffs on smartphones, laptops, and chip equipment are to be lifted, as US companies are tied to Asian supply chains. Süss Microtec (WKN A1K023) manufactures in Taiwan. There, they produce coaters, UV projection scanners, and temporary bonders for Asia. Although these are primarily for regional demand, if customer TSMC expands further into the USA, they will need to import the equipment. Therefore, a tariff exemption would be positive. This is the case. TSMC will begin construction of the...