Trump is threatening Taiwan with imposing tariffs on its chip industry, unbelievable but true. Here is what is behind this move.
Trump droht jetzt auch Taiwan damit, Zölle auf die wichtige taiwanesische Chipindustrie einzufĂŒhren, kaum zu glauben, aber wahr.
Mit den Zöllen gegen Taiwan möchte Trump, den taiwanesischen Chiphersteller TSMC dazu drÀngen, die Chipproduktion in die USA zu verlegen.
Bereits unter Biden wurde mit Milliarden-Subventionen eine Chip-Fabrik in Arizona errichtet, zwei weitere sollen folgen.
Trotzdem werden immer noch 90% der Chips in Taiwan hergestellt.
Die TSMC-Fabriken in Arizona sind im Moment eher Symbol-Politik.
Das möchte Trump Ă€ndern und droht damit einem seiner wichtigsten VerbĂŒndeten, Zölle einzufĂŒhren. Ganz durchdacht ist das nicht, da die Zölle auch die US-Wirtschaft hart treffen wĂŒrden, die von der Chip-Produktion in Taiwan abhĂ€ngt.
Ziel von Trump ist die gesamte US-anteilige Chipproduktion in die USA zu verlegen. Taiwan soll dann die Chips fĂŒr den Rest der Welt herstellen und den weltweiten KI-Chip-ExportbeschrĂ€nkungen der USA unterliegen.
Die USA möchte mit dieser Strategie unabhÀngiger von Taiwan werden, damit einer Invasion Chinas verbeugen, und eine weltweite Hegemonie bei KI-Rechenzentren mit Sanktionen/ExportbeschrÀnkungen und Zöllen durchsetzen.
Wie berichtet sollen mindestens 50% der weltweiten KI-Rechenleistung direkt in den USA liegen, in Tier 1 und Tier 2-LÀndern sollen hauptsÀchlich US-amerikanische Cloud-Anbieter die KI-Rechenleistung kontrollieren. Tier 3 wie China und Russland sollen komplett von der KI-Chip-Produktion abgeschnitten werden.
Denke die Chipproduktion weltweit zu diversifizieren, ist grundsĂ€tzlich eine vernĂŒnftige Strategie.
Die neuen Zoll-Drohungen und die weltweite Distribution von KI-Chips auch in Europa einzuschrĂ€nken, stöĂt aber auch US-VerbĂŒndete wie Taiwan und die EU vor den Kopf und könnte sich auch als Eigentor erweisen.
Was sagt ihr zu den neuen Zoll-Drohungen gegen Taiwan? Warum sollte Taiwan ihr wichtigstes Asset aufgeben und die Produktion groĂteils in die USA verlegen? Wie wĂŒrden sich Zölle auf Computerchips auf die US-Wirtschaft auswirken?
https://x.com/jacksonhinklle/status/1884234180697153868
https://x.com/RnaudBertrand/status/1884097672002584693
https://x.com/BarrettYouTube/status/1884076092723777949
Trump's threat of Taiwan chip tariffs could give Nvidia a fresh headache after DeepSeek
https://www.businessinsider.com/trump-taiwan-chip-tariffs-nvidia-stock-tsmc-deepseek-2025-1
English
Trump is now also threatening Taiwan with imposing tariffs on the important Taiwanese chip industry, hard to believe, but true.
With the tariffs against Taiwan, Trump wants to force the Taiwanese chip manufacturer TSMC to relocate its chip production to the US.
A chip factory was already built in Arizona under Biden with billions in subsidies, and two more are to follow.
Nevertheless, 90% of chips are still manufactured in Taiwan.
The TSMC factories in Arizona are more of a symbolic policy at the moment.
Trump wants to change this and is threatening to impose tariffs on one of his most important allies. This is not entirely well thought out, as the tariffs would also hit the US economy hard, which depends on chip production in Taiwan.
Trump's aim is to relocate all US chip production to the US. Taiwan would then manufacture the chips for the rest of the world and be subject to the US' global AI chip export restrictions too.
With this strategy, the US wants to become less dependent on Taiwan, thus preparing for an invasion by China, and enforce global hegemony in AI data centers with sanctions/export restrictions and tariffs.
As reported, at least 50% of global AI computing power is to be located directly in the US, in Tier 1 and Tier 2 countries, US cloud providers should mainly control AI computing power. Tier 3 countries such as China and Russia are to be completely cut off from AI chip production.
Think diversifying chip production globally is basically a sensible strategy.
However, the new tariff threats and restricting the global distribution of AI chips in Europe also offends US allies such as Taiwan and the EU and could also prove to be an own goal.
What do you think of the new tariff threats against Taiwan? Why should Taiwan give up its most important asset and move most of its production to the US? How would tariffs on computer chips affect the US economy?
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Was fĂŒr ein Krimi. Rehived.
Great way to shoot yourself in the foot
TSMC is not only essential for Taiwan's economy, it's also their insurance against a Chinese invasion. If we're moving to a world where both China and the USA make their own chips, that would make damage from an invasion irrelevant for the two main players. Which means that resisting this change is more important for Taiwan than any economic bullying.
Well, if you search it, it's called "trade war" between US and China, and now Taiwan due colligation... Basically two things. One country increasing importation tax over the other to have a surplus on trade balance, which happened many times, there is even a wiki historic.
Second, embargos over semiconductor due hegemony on technological development, spacial, military, AI... As also mentioned by you...
Buffett sold all his shares (I think all) on TSMC last year due China x Taiwan "debt trap diplomacy", another macro term... And takeover threats, like on what happened with Tibet last century, which is 1/8 of China territory.
yeah, trade war, I think it now got more apparent than in the past because of social media etc, and it's also not just against China but also Europe and the rest of the world, only 18 countries are in the Tier 1 with unlimited GPU / AI access, but the US still wants to dominate AI data centers, also in Tier 1 countries.
This move will cripple so much business in the US and abroad. I don't think these people realise how long it takes to build a foundry.
This effects will be felt for at least a decade, and will make themselves apparent pretty rapidly.
It isn't like making a paper aeroplane. At least the US has plenty of sand with which to make chips :D
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The additional tariffs on computer chips can impact the price of electronics in the US
Mal sehen wo das alles endet: Entweder die USA sind nach Trump noch mĂ€chtiger als jetzt schon oder der Schuss geht nach hinten los. đ
Genau, könnte auch nach hinten losgehen, USA als nicht fairer, unzuverlÀssiger Partner dastehen. China könnte auch mittelfristig bei der Chipproduktion aufholen, vlt einen Deal mit Taiwan machen etc.
Ja, mittlerweile ist auch vorstellbar, was vor ein paar Jahren noch undenkbar war.
This is a Serious move from him
I don't think he can afford to hit chip importing without many new factories at home tbh
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this will surely make a big impact in the whole market
That is unbelievable, Trump is getting out of hand already.
Ever since China has launched it, things will now look different all over the world. America will no longer buy anything from China and will do the same from other countries.
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Wow
This will have an effect though
War on trades is usually very powerful
well, that's some action. i say GO TRUMP! đȘđđ
Things would get very interesting as Taiwan is known for chip production
I would have supported Trump but I donât think heâs thinking about the effectsâŠ
This could affect the US economy depending on the volume of the computer chips from Taiwan
Wild times, things are spicy everyday