Semiconductors, Security, and the Push to Reshore U.S. Production

[cryptobro]

The agreement comes alongside a broader U.S. push to reshore semiconductor manufacturing, framed as both an economic and national security priority. A recent presidential proclamation emphasized that dependence on overseas chip production poses risks to industrial resilience and military readiness, particularly given the foundational role semiconductors play in modern defense systems and advanced technologies.

As part of this strategy, the U.S. has introduced 25% tariffs on certain advanced AI chips and signaled that additional semiconductor tariffs could follow once trade negotiations conclude. In exchange for Taiwan’s investments, the U.S. plans to expand cooperation in Taiwan’s semiconductor, defense, AI, telecommunications, and biotech sectors—highlighting how chips have become a central pillar of global trade, technology leadership, and geopolitical strategy.

[mendez]

250b is insane money, chips really are the new oil