US President Donald Trump announced plans to impose massive tariffs on Taiwan chips. In the words of the US president, companies need an incentive to transfer the production of chips to the US and “And the encouragement will [não querem] Pay a rate of 25%, 50%or even 100%.”
On the one hand, this could reduce the dependence of US companies over Taiwan in general and TSMC in particular. On the other hand, The construction of a semiconductor factory takes three to four years. That is, the effect of production change to the US due to tariffs may not be felt for some time.
Trump’s speech was during the Republicans conference in the House, where he announced that “in the very close future, we will impose fares about foreign computer chips, semiconductors and pharmaceuticals to bring the production of these essential goods back to United States”
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Criticism
Trump also criticized major US technology companies such as Apple, AMD, Broadcom, Nvidia and Qualcomm for manufacturing their TSMC processors in Taiwan. He emphasized that the proposed tariffs would leave companies with no choice but to invest in domestic production facilities to avoid high taxes.
He also argued that government subsidies such as chips Act are unnecessary and counterproductive And that companies should use their own resources to build factories rather than depending on public funding.
However, factories take years to build, and a state -of -the -art factory costs tens of billions of dollars. Even if TSMC started building a factory capable of producing under-2nm chips in the US today, it would only be operational in 2028-2029.
Assuming Trump administration imposes fees on Asics, CPUs, GPUs and other Taiwan -made chips in the coming weeks, this would make PCs, servers and smartphones more expensive for companies and individuals.
Trump’s new term
Taiwan’s taxation of chips would not be Trump’s only measure in this regard. The new American president has also commented on taxing Chinese products by 10% in the US in the commercial dispute with the Asian country.
Last year, companies like Microsoft, Dell and HP sought to increase component stocks before Trump increased import rates. Even Nvidia and AMD would be accelerating inventory of new GPUS to avoid fares of the new US president.
China has not been stopped and also decided to take steps to protect itself from Trump’s eventual actions. Since November, the country has been moving looking for alternatives in preparing the changes that Trump has already spoken during the campaign.
Source: C-span.
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Source: https://www.adrenaline.com.br/hardware/de-25-a-100-donald-trump-quer-impor-taxa-sobre-chips-fabricados-em-taiwan/
