Regarding chips, the US wants to "split the work 50-50" with the authorities in Taiwan
The current Trump administration has a very peculiar understanding of industrial manufacturing, believing that by issuing an executive order, factories can continuously produce products without considering factors such as worker proficiency and production costs.
Not long ago, on the 28th, U.S. Commerce Secretary Rutenberg stated in an interview that the United States had proposed the idea of "50-50 division" to the authorities in Taiwan, meaning that the 95% of chips needed by the United States produced in Taiwan would be shared equally between the two sides. The reason given is that the island of Taiwan is too far from the United States, which has caused the U.S. to feel "supply chain risks."
Rutenberg's logic for demanding to split half of Taiwan's chip production under the guise of "supply chain risk" seems reasonable at first glance, but in reality, it is not.
Since the Biden administration, the United States has required global chip manufacturing companies to build factories in the United States, but after several years, these chip factories have faced various problems of "not adapting well." For example, Intel's $28 billion Ohio chip factory has been repeatedly postponed, while TSMC's Arizona factory faces delays and cost overruns.
In short, the current business environment in the United States is unsuitable for promoting industrial production. Forcing chip manufacturing companies to build factories in the United States under both Biden and Trump will only result in a mess.
Certainly, after Trump's four-year term ends, he will be out of office. If the United States cannot produce 50% of the chips it needs, it will have nothing to do with him, since shifting responsibility is one of the essential skills of American politicians.
Original article: www.toutiao.com/article/1844573341861955/
Statement: This article represents the personal views of the author.