Thread by @ameliamaya98

🚨 BREAKING: President Trump slaps 100% tariffs on imported chips.

🇹🇼 Taiwan moves into crisis mode — TSMC execs in urgent meetings, officials racing for answers.

Why this is huge — and why the move is having an impact:

🧵 A thread

The timeline tells the story.

Monday: Tariff announcement.
Tuesday: Apple CEO rushes to White House.
Wednesday: $100 billion commitment announced.

Trump had been setting this up for months...

Taiwan produces 60% of global semiconductors. 90% of advanced chips.

Every iPhone. Every Tesla. Every AI server depends on Taiwan.

One announcement just put the entire supply chain at risk.

Here's where it gets interesting.

Trump didn't impose a blanket ban. He offered companies a choice: "Build in America, pay nothing."

TSMC had already committed $65 billion to Arizona factories. Nvidia had announced $500 billion in US infrastructure.

Trump waited until they were invested. Then he moved.

Within 48 hours, the commitments poured in.

Apple: Additional $100 billion US investment.
TSMC: Expanded to $165 billion total.
GlobalFoundries: $16 billion for New York facilities.

$600 billion shifted toward America in three days.

Treasury Secretary Bessent revealed what was really happening:

"75+ countries are in our trade queue with offers."

This wasn't about semiconductors. It was about reshaping global trade relationships.

The policy was simple:

Physical US manufacturing = no tariffs.

Foreign production = 100% tariff.

No exceptions. No workarounds. Companies had two options: relocate or pay double.

Tech stocks swung $800+ billion in market value.

Companies faced the calculation: Build US factories once, or pay 100% tariffs forever.

Most chose to build. But there was more to Trump's plan...

China controls 95% of gallium and germanium—materials critical for advanced semiconductors.

By forcing production to America, Trump was breaking decades of technological dependence.

The next crisis won't find US companies scrambling for foreign supply chains.

Taiwan's government called emergency sessions.

Premier Cho Jung-tai announced "immediate cooperative plans" with the US.

National Development Council confirmed: TSMC gets exempted because of their Arizona factories.

Other companies are still racing to prove their American credentials.

The final calculation:

One policy announcement.
75 countries responding.
$600 billion relocating to America.

This is how you reshape global supply chains without firing a shot.

Why this matters:

These aren't just semiconductors, they're the foundation of AI supremacy.

While China dominates basic manufacturing, America is securing control of the technology that powers artificial intelligence.

The result:

Millions of high-skilled American jobs building the chips that run tomorrow's AI systems.

When the AI revolution accelerates, America controls the hardware.

America controlling the hardware is just the beginning.

The next AI winners won't just have advanced chips—they'll prove their systems are trustworthy.

Transparency exempted companies from tariffs. Now it's essential for AI deployment.

Forward-thinking enterprises are discovering that AI model validation and governance aren't just compliance requirements—they're competitive advantages.

The companies winning today? Those building trust through transparent, validated AI systems.

Thanks for reading.

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