The Trump admin is going after semiconductor imports

The Trump administration is reportedly considering a new policy aimed at boosting U.S. semiconductor production by enforcing a 1:1 manufacturing ratio. Under this approach, U.S. semiconductor companies would be required to produce domestically the same number of chips as their customers import from overseas. Companies failing to meet this ratio could face tariffs, although the timeline for achieving this target remains unclear. This move follows President Trump's discussions since August about imposing tariffs on the semiconductor industry to encourage reshoring of chip manufacturing. While the ratio-based policy could eventually increase domestic semiconductor output, it poses risks to the U.S. chip industry in the short term, as manufacturing capacity is currently insufficient to meet demand. Building new semiconductor fabrication plants is a complex and lengthy process, exemplified by Intel’s Ohio plant, which has been delayed multiple times and now aims to open in 2030. Meanwhile, Taiwan Semiconductor Manufacturing Company (TSMC) has announced plans to support U.S. chip production infrastructure, though details are sparse. Overall,