Key insights
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U.S. proclamation cites supply-chain dependence as a national security risk: A Trump administration proclamation stated that dependence on foreign supply chains is a significant economic and national security risk and warned that disruption of import-reliant supply chains could strain U.S. industrial and military capabilities.
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Tariff policy tied to completion of trade talks: The proclamation stated that once trade talks with other countries are complete, there would be additional semiconductor tariffs.
Takeaways
The deal commits Taiwanese companies to $250 billion in direct U.S. semiconductor investments plus $250 billion in credit guarantees, while the U.S. plans investments in several Taiwan industries and has announced new chip tariffs with more tariffs planned.
Topics
Technology & Innovation Artificial Intelligence World & Politics Policy & Regulation International Affairs Semiconductors Trade & Tariffs