US Secretary of Commerce Howard Lutnick previously proposed the idea of a 50–50 chip split between Taiwan and the US, but it is unclear whether this reflects Lutnick’s personal values or an official goal of President Donald Trump. Regardless, Taiwanese negotiators have denied discussing such an arrangement with the US. Based on TSMC’s ongoing production expansions in Taiwan, the US will not be able to reach that target for advanced process chip capacity during Trump’s term. Taiwan’s pace of capacity growth far outpaces the US’s capabilities.
US pushes 50-50 chip split, but Taiwan’s 10x capacity lead says otherwise
28
Nov