""Donald Trump would say it's not healthy for you or healthy for us because we protect you, and for us to protect you," then "you need to help us achieve... reasonable self-sufficiency," Lutnick argued. To close the deal with Taiwan, Lutnick suggested that the US would offer "some kind of security guarantee" so that "they can expect" that moving their supply chain into the US won't eliminate Taiwan's so-called "silicon shield,""
"However, he also claimed that if the US acquired a 50 percent market share, it would ensure that the US has "the semiconductors we need for American consumption," emphasizing that the move is intended to decrease reliance on Taiwan. Lutnick also went on in the interview to explain how US workers would benefit from moving Taiwan's supply chain into the US, saying that another major focus of his time in office will be training workers to help the domestic semiconductor industry flourish."
Taiwan currently produces the vast majority of the world's most advanced chips, with a dominant market share. The plan envisions relocating approximately 50 percent of Taiwan's semiconductor supply chain into the United States to secure domestic access to critical chips and reduce dependence. The relocation would be paired with US security guarantees designed to preserve Taiwan's deterrent value while assuring continued US reliance on Taiwanese production. The initiative includes substantial workforce training to grow a domestic semiconductor industry. TSMC and its supplier ecosystem remain central to global chip production and have committed significant US investments.
Read at Ars Technica
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