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The Trump administration considers forcing chipmakers to match imports with domestic production, risking tariffs and impacting major tech firms.
The Trump administration is reportedly considering a plan to reduce U.S. reliance on foreign semiconductors by requiring chipmakers to produce domestically at a rate matching their imports, with tariffs possible for non-compliance.
The policy, aimed at strengthening national security and supply chain resilience, could impact major tech companies like Apple and Dell, which depend on global supply chains.
While U.S.-based chipmakers such as Micron and GlobalFoundries may benefit, domestic production remains significantly more expensive than in Asia, with high costs, labor shortages, and slower expansion hindering growth.
The proposal builds on the 2022 CHIPS Act but faces challenges due to economic and technical barriers.
The plan is still under discussion, with no official confirmation, and its final form may change based on industry feedback.
La administración de Trump considera obligar a los fabricantes de chips a igualar las importaciones con la producción nacional, arriesgando aranceles e impactando a las principales firmas de tecnología.