New U.S. gov't rule says chipmakers have to make one chip in the US for each chip imported from another country to avoid 100% tariffs — Trump admin allegedly preps new 1:1 chip export rule under new tariff plan

The Trump administration is considering a policy that would require semiconductor companies to match their U.S. chip production with imported chips to avoid hefty import tariffs. This move aims to boost domestic chip manufacturing and could impact global supply chains. The plan introduces challenges in tracking chip types and values accurately. Companies committing to building U.S. production facilities would receive credits for promised chip volumes, allowing them to import without tariffs during construction. Enforcement of the policy, targeting chipmakers rather than device producers, would be complex due to intricate supply chains. Key U.S. chipmakers like Intel, Samsung, and TSMC could benefit from the proposed rule.