Microsoft might be getting U.S. tariff exemptions on chips supplied by TSMC — potentially dramatically lowering costs

Feb 10, 2026 - 10:30
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Microsoft might be getting U.S. tariff exemptions on chips supplied by TSMC — potentially dramatically lowering costs
One of the biggest problems facing Microsoft's capex pertains to chip tariffs, and the U.S. might finally be waking up to the self-inflicted pain it's causing.

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