FIN-TECH

Tariffs, Tech, and Tensions: 

Trump’s Push to Reshape the Semiconductor Industry

By Ana Sofia German

25 February 2025

In this paper we discuss:

  • The disruption of semiconductors status quo;
  • Taiwan’s global role in the semiconductor industry;
  • Trump’s push to repatriate chip manufacturing;
  • The costs of re-shoring: economic risks of semiconductor tariffs; and
  • Taiwan’s aim to maintain geopolitical balance.

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Download PDF: Trump Semiconductor - February 2025

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