US President Donald Trump announced that he would bring customs duties to imported chips, semiconductors and drugs. Speaking at a conference he attended, Trump described the Biden administration’s $ 52 billion CHIPS law incentives as “ridiculous”. Trump suggested that chip manufacturers would prefer to avoid higher taxes instead of direct incentives to invest in the United States.

Either high tax or investment

“We don’t want to give them billions of dollars like this ridiculous program that Biden owns, Tr Trump said, claiming that manufacturers would build new facilities to avoid tax. However, Trump has not detailed the 30 billion dollars of private sector investments or 16 new production facilities plan announced so far within the scope of the CHIPS law.

Trump stated that the tax rates to be applied to imported chips and semiconductors would be “much larger than 2.5 %:” They already have billions of dollars … They didn’t need money. They needed an incentive. This incentive is 25 %, 50 %and They will not even want to pay 100 %tax. ” Trump also criticized leading US technology companies such as Apple, AMD, Broadcom, Nvidia and Qualcomm for producing processors for producing Taiwan in TSMC.

This statement reminds Trump’s trade war with China in the first period. TSMC is already establishing production facilities in the US within the scope of the CHIPS law, but these facilities will not have state -of -the -art production processes like Taiwan. In fact, for such a thing, first of all, logistics problems should be solved and the infrastructure should be ready. It will not only solve problems with increasing customs duties and attracting factory investments. Making a facility with advanced technology production usually needs four five -year periods.

Assuming that the Trump administration will bring customs duties to ASIC, CPUs, GPUs and other chip types produced in Taiwan in the coming weeks, this will make PCs, servers and smartphones more expensive for companies and individuals in the USA. . According to CTA’s report, Trump’s customs tariffs may increase laptop prices by 46 percent, 40 percent of game consoles and 26 percent of smart phones.

Trump argued that these customs tariffs will increase production in the United States and said, ız We will build more facilities than ever before in the next time, ”he said. Trump also said that he thought positively for Deepseek, the number one subject of recent days; “… Finding a faster and cheaper artificial intelligence method, this is a good thing. If it is real and true, nobody knows, but I see it as a positive development. ” Interestingly, Trump said about Deepseek, “You’ll spend less than spending billions, and I hope you’ll find the same solution.” He also says that $ 500 billion will be spent for artificial intelligence data centers that will spread throughout the country under the leadership of OpenAI and Softbank.