• humanspiral
    link
    fedilink
    English
    arrow-up
    18
    arrow-down
    1
    ·
    3 days ago

    To avoid this, the administration would need to introduce exemptions, just like it did with China-made graphics cards and motherboards years ago.

    If that is the approach, it would ensure tech monopoly for 5 years for all of the oligarchy that kisses his diaper.

    More major issues with this is that while high end Chip production may be high value manufacturing, motherboards, electronics, and assembly is not, and there would likely be an export of chips to somewhere else to import finished products.

    US/Trump explicit hatred for world is likely to get retributive tariffs, that makes chip plants unproductive investments, though Trump is hoping to have high foreign ownership/investment in those plants.

    In 2022, the export share of Taiwan integrated circuits to US was just 2.46%, although in early 2024, total (all goods) Taiwan exports had US take lead over China for the first time.

    That both US and China are decoupling from Taiwan is going to reduce any geopolitical subservience impulse that provokes a war with China. Taiwan may get closer to China instead of begging for more US “friendship”.