The US 1:1 Chip Plan forces companies to match imported chips with US production (1:1 ratio). If they fail, they face tariffs. This aims to secure national supply chains and stop relying on vulnerable overseas manufacturing, like Taiwan, for essential products.
Intel CEO Lip-Bu Tan is seeking partnerships with Apple and TSMC for investments or manufacturing, meeting with Tim Cook and C. C. Wei.
Nvidia invests $5 billion in Intel, forming a strategic alliance to co-develop PC and data center chips. This partnership aims to boost Intel and fuse Nvidia's AI dominance with Intel's x86 architecture, laying the groundwork for future computing.
The US revoked VEU status for TSMC, Samsung, & SK Hynix's China facilities, ending blanket permissions for chip production gear. This shifts to individual licenses, creating supply chain uncertainty & aiming to limit China's AI prowess. Waivers expire by Dec 2025 or sooner.
The Trump administration is seeking equity in semiconductor companies receiving CHIPS Act funds, signaling a major shift from traditional subsidies. Still, the Commerce Department is "not looking to take equity from TSMC and Micron."
US President Trump's 100% chip tariffs feature key exemptions for companies manufacturing domestically, benefiting giants like TSMC, Samsung, and Apple with their significant US investments.
