US plans 1:1 chip production rule to curb overseas reliance, WSJ reports

[KevinK]

What Could Go Wrong With This ?

Under the new system, if a company pledged to build one million chips in the U.S., it would essentially be credited with that amount over time so the company and its customers could import until its plant was completed without paying tariffs, the people said. There could be relief at the start of the process to give companies time to adjust and increase U.S. capacity, the people said.

https://www.reuters.com/world/us/us-plans-mandate-11-ratio-domestically-manufactured-imported-chips-wsj-reports-2025-09-26/

Maybe not a bad long-term strategy, but certainly requires long-term support and phase-in. And we better be ready for the added costs.

 

[BruceA]

Will this apply to chip manufacture or the product importer? Say Apple, Nvdia or Amazon. For every phone, Server rack or Server does this mean for every chip coming from Taiwan needs a credit of a future chip from the US.

Take Apple, I assume they bring in 1/2 billion chips a year at a minimum counting their Phone, Computers, and wearables... OMG that is means gigafab!! TSMC will need to find three thousand more acres in the US for matching 1:1.