
The reciprocal tariff arrangement between Taiwan and the U.S. was announced on Jan. 16, setting a 15% rate without stacking and granting Taiwanese investors in semiconductors and related projects the most favorable treatment under Section 232. (Photot: Executive Yuan)
Taiwan and the U.S. have recently concluded tariff negotiations, with Taiwan securing a 15% non-stacking tariff rate. As part of the agreement, Taiwanese companies committed to independently invest USD 250 billion in the U.S., with investment areas covering semiconductors, AI, agriculture and energy.
RECCESSARY interviewed Jheng Ruei-he (鄭睿合), senior analyst at the Chung-Hua Institution for Economic Research (CIER), who said the reciprocal tariff mechanism could become a key driver of long-term cooperation between Taiwan and the U.S. in power supply and renewable energy. He also noted that Taiwanese energy related companies have already begun actively assessing and positioning themselves in the U.S. market.



