Trump Threatens 100% Chip Tax, Cook's Heavy Investment May Boost TSMC's Production in the U.S.
With the U.S. government pushing for a return of manufacturing, former President Trump threatens to impose a 100% tax on chips if companies do not establish factories in the U.S. This move aims to reduce dependence on foreign sources and prevent disruptions in the supply chain due to geopolitical risks.
Apple CEO Tim Cook has reacted strongly, deciding to make significant investments to promote production in the U.S., which is expected to effectively enhance TSMC's U.S. operations. His plan not only responds to policy demands but also aims to lead the wave of industrial relocation and strengthen U.S. technology independence.
This series of changes is making the global supply chain landscape increasingly fragmented, with nations reducing their inter-dependencies, leading to a more complex international cooperation and competition scenario in the future.
