Mmastodon TechnologySemiconductors first seen 9 h ago, last 3 min ago, peak #4

Trump Targets Unallocated CHIPS Act Funds, Shifts to Tariffs

Original: Trump targets unallocated CHIPS Act funds,pivoting to tariffs. TSMC kept its $6.6B grant,but tariff threats raised its U

The Trump administration is moving to redirect unallocated CHIPS Act funds while leaning on tariff threats to push chipmakers toward US investment. TSMC retained its $6.6 billion grant, but tariff pressure has prompted it to raise its pledged US investment from $65 billion to more than $165 billion. Analysts note this shifts reshoring costs onto private capital, though tariffs build manufacturing capacity far more slowly than direct subsidies.

Why now: TSMC's dramatically expanded US investment pledge and the administration's policy pivot have major implications for the semiconductor supply chain.

Donald TrumpTSMCCHIPS ActUnited States

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Evidence

• Trump targets unallocated CHIPS Act funds,pivoting to tariffs. TSMC kept its $6.6B grant,but tariff threats raised its U.S. pledge from $65B to $165B+. This shifts reshoring costs to private capital, though tariffs build capacity far slower than direct subsidies. # TechPolicy #… · 2k_115 · 1

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