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U.S. Semiconductor Tariffs Could Hinder U.S. AI Research, Experts Say - Inside Towers

Feb 18, 2025 - insidetowers.com
President Donald Trump's threats to impose tariffs on semiconductors and alter government contracts with chipmakers could undermine U.S. competitiveness in AI research, according to the Associated Press. Trump has criticized the CHIPS and Science Act, which aims to boost U.S. chip manufacturing, arguing that companies like Taiwan Semiconductor Manufacturing Co. (TSMC) do not need government funding to prioritize chipmaking in the U.S. Instead, he suggests that tariffs could incentivize companies to build plants domestically without government assistance. Experts warn that such tariffs could increase costs for consumers and businesses, particularly in industries reliant on chips, such as smartphones and automobiles.

The CHIPS and Science Act, supported by the Biden administration, has been pivotal in securing investments to reduce reliance on Asian chipmakers and increase U.S. chip production. As of August 2024, the Act had provided $30 billion for 23 projects across 15 states, creating 115,000 jobs and enabling the U.S. to produce 30% of the world's most advanced chips. The Commerce Department has pledged up to $6.6 billion to help TSMC expand its Arizona facilities. However, Trump's stance on tariffs and government contracts could disrupt these efforts, potentially leading to higher consumer prices and challenges in advancing AI technology.

Key takeaways:

  • President Trump's threats to impose tariffs on semiconductors and alter government contracts may hinder U.S. competitiveness in AI research.
  • The CHIPS and Science Act, supported by the Biden administration, aims to boost U.S. chip manufacturing and reduce reliance on Asian suppliers.
  • The Commerce Department has pledged significant funding to support U.S. chip production, including $6.6 billion for TSMC's expansion in Arizona.
  • Experts warn that tariffs on chips could lead to higher consumer prices for goods reliant on semiconductors, such as smartphones and automobiles.
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