When US President Donald Trump erected a high wall of tariffs—and repeatedly adjusted its height—the stated goal was to protect the US industry. The unintended consequence, however, is that they have pushed some of the US's closest allies closer to China
Tighter US export controls on advanced artificial intelligence chips are accelerating China's push to develop domestic chip technologies and expand its semiconductor supply chain, according to recent research. The shift is contributing to structural changes in the global AI chip market
While the recent announcement that the US will lower tariffs on Taiwanese exports from 20% to 15% was welcomed by officials in Taipei as a diplomatic milestone, the reaction within the semiconductor supply chain has been more measured
