Industry insiders: Trump's tariffs are unlikely to drive a large-scale return of chip manufacturing to the United States

Analysts believe that Trump's plan to impose a 100% tariff on imported chips is unlikely to prompt a large-scale return of the chip manufacturing industry to the United States. Although companies like Taiwan Semiconductor are investing in building factories in the U.S., high production costs and exemptions for existing projects will weaken the motivation for expansion. The tariffs will have a greater impact on electronic companies that rely on imported components, and the main driving force for future U.S. chip investments will still come from subsidies and tax incentives under the CHIPS and Science Act, rather than tariff policies