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cross-posted from: https://lemm.ee/post/53880308
Summary
Trump plans to impose tariffs of up to 100% on semiconductors manufactured in Taiwan, aiming to push U.S. tech companies like Apple, Nvidia, and AMD to produce chips domestically.
The tariffs target Taiwan’s TSMC, a key supplier, despite its partial U.S. production in Arizona.
Trump criticized Biden’s CHIPS Act for funding companies like Intel and proposed tariffs as an alternative incentive.
Experts warn the move could raise prices for electronics as most TSMC chips are assembled in Asia before export to the U.S.
This would only work if the tariffs were bipartisan, and clearly here to stay, and even then only if the USA alone is a big enough market to justify building a factory for.
Otherwise companies will just wait it out.