TAIPEI (Taiwan News) — US President Donald Trump posted on social media Monday morning that semiconductors, cell phones, and computers will soon be lumped into a separate tariff category as current exemptions will be short-lived.

US Commerce Secretary Howard Lutnick, appearing on ABC, said individual tariffs on semiconductors and electronic products will be implemented "within one or two months." According to stock analysts, the latest tariff development will increase volatility in the Taiwan Stock Exchange, per CNA.

Since the implementation of Trump’s tariffs, the TSE has experienced extreme fluctuations, including the largest single-day decline of 2,086 points or more than 10% on April 7.  The following day, after announcing a pause in tariffs, the index violently rebounded by 1,615.09 points (9.25%).

In addition to the threat of future tariffs for tech products, Trump has pledged to examine the entire semiconductor supply chain. This includes a security examination into semiconductors made in China.  

Trump said on his social media accounts that no country can "get away" from unfair trade deficits and non-monetary tariff barriers, especially China. He clarified that no tariff exception was announced on Friday.

This week, the market will focus on TSMC's first-quarter earnings briefing on Thursday, eagerly awaiting the company’s view on US tariffs, global layout, and changes in capital expenditures.