For all of his harsh anti -China stories, President Donald Trump has certainly favored the Chinese Communist Party. He is hostile to all the ally in China, not only starting trade war around the world, but also targeting Taiwan.
Trump’s threat to imposing 25 to 100 % tariffs on Taiwanese semiconductors and drugs can break the US economy.
Taiwan is manufactured Majority Among the world’s microchips, 90 % of the highest mounting chips and 68 % of all chips -all of the tips, all kinds of all chips, and all of them, such as Apple and Android mobile phones, electrical appliances, television, computer, game console, toys, fighters, and military equipment It is installed. With screen.
Trump determined that it was a world problem for some reason The most valuable company-Most of them are major US high -tech companies such as NVIDIA, Amazon, Apple, Alphabet (Google), Microsoft, Tesla, Meta.
“In the near future, we plan to place tariffs on foreign production of computer chips, semiconductors, and pharmaceuticals to return the production of these important products to the United States. They left us and went to Taiwan. “Ta” and Trump I said The Republican Republican Party will issue a meeting on Monday.
In addition, he frozen billions of dollars allocated to support companies such as Intel and TSMC accurately.
“We don’t have to give them money. They are going to enter because they are good,” he argued.
Instead, the manufacturer’s incentive is that they don’t want to pay taxes. The manufacturer may pay the tax first, but the cost is handed over to the consumer.
It is a tax for all of us.
TSMC, a Taiwanese chip manufacturer, spends $ 65 billion while eating $ 65 billion at a chip factory in Arizona, and has been spending $ 65 billion, and former President Joe Biden’s US Chips Law. contribution Additional $ 6.6 billion. That alone tells you a large cost to build US plants and how the government can promote such work.
And even if it is completely funded, it is necessary About 6-8 years Build these functions and make them staff. Trump believes that new plants can probably operate by summer.
Intel is spending More money Foundriz in Arizona, Ohio, New Mexico, and Oregon has invested more than $ 100 billion and complement less than $ 8 billion chips money. If you have to sail, Intel will have zero the Ohio factory and teach your vice President JD Vans and his supporters. But I don’t care about Trump.
Consumer Technology Association Report The 10 to 20 % of the imports of all imports and the 60 % tariff on China are “46 % of laptops and tablets, 40 % video game console, and 26 % of smartphones.”
Passing 25 to 100 % of Trump will make these items more expensive and hinder US AI efforts. And you may think it’s a good thing, but it’s actually much more complicated.
Ironically, this completely manipulates the $ 500 billion of the project Stargate. Fortunately it was announced Last week, we will create a tip that is twice as expensive for these data centers. It also makes manufacturing and agricultural equipment more expensive and basically affect all the US economy segments.
And it is before we reach retaliation tariffs.
2022, the United States Exported $ 44 billion Products to Taiwan include “machinery and machinery and equipment (37.5 % of total exports to the country), oil, minerals, lime (such total 18.0 %), chemical substances, plastic, rubber, leather products, etc. Such a total of 11.9 %.
In addition, 10 % are agricultural imports.
Trump is a very “parent business,” so I’m convinced that large -scale oil, agricultural, and construction friends are happy to be happy to lose access to the Taiwan market.
There is also the effect of the wind. For the past decade, China’s good war and Coronavirus pandemic have led many companies like Apple. Diversification or retreat It was a US policy to encourage the manufacturing in the country and that trend-Mix the results。
Bullying has more widespread results, which is no exception.
If a company depends on US products and the United States is using its dependence on harmful leverage, the country encourages you to look at other places. We have seen in Europe that the government was already looking for alternative means of US weapon suppliers, taking into account Trump’s hostility during his first term.
“We cannot leave Europe’s safety every four years of voters in Wisconsin,” said President Emmanuel Macron in France. I said Just before the election last October.
The same applies to economic safety.
All of this will result in miserable consequences to the US economy, without entering the nest of Trump’s creation of Trump, and will make the Taiwanese invasion within the next four years. Trump may want to be not.
There is almost nothing more important than a microchip for the US economy and national security. Currently, the majority are procured from Taiwan. Introducing the supply without an alternative source is nothing more than a disaster for the United States.
But at least, when you see Trump’s billionaire’s millionaire Brolligalci crying about it, we can comfort yourself. And who knows, maybe some Trump voters will finally see the light.