Chips war

According to financial journalist Walter Bloomberg, TSMC will increase the price of integrated circuits it produces in the U.S. by 30% to offset cost overruns caused by tariffs.

The U.S. and its allies are trying to reshape the supply chain of rare earth elements to relieve China’s pressure.

TSMC is currently building three state-of-the-art semiconductor fabs in Arizona.

The U.S. wants to regain leadership in the semiconductor industry. Hence its hostility to Taiwan.

The company aims to compete with top semiconductor equipment manufacturers, including ASML, Tokyo Electron, and Applied Materials.

The U.S. government has long suspected that Nvidia GPUs are reaching China through Singapore and Malaysia.

President Donald Trump is determined to restore U.S. leadership in semiconductor manufacturing. Taiwan leads the industry, producing 90% of highly integrated chips and 41% of microprocessors.

China dominates gallium production. In 2022, it accounted for 98% of the world’s raw gallium, and that figure likely hasn’t changed much since.