The Trump admin is going after semiconductor imports

Group 1 - The Trump administration is considering a ratio-based approach to boost U.S. semiconductor production, which would penalize domestic manufacturers with tariffs if they do not produce enough chips [1][2] - The proposed policy would require U.S. semiconductor companies to manufacture the same number of chips domestically as their customers import from overseas [1][2] - The timeline for achieving this 1:1 production ratio is currently unclear, and the approach could potentially harm the U.S. chip industry until domestic manufacturing can meet demand [2][3] Group 2 - The establishment of domestic chip manufacturing plants is a complex and lengthy process, with Intel's Ohio plant now targeting a launch in 2030 due to multiple delays [4] - Taiwan Semiconductor Manufacturing Company (TSMC) has committed $100 billion over the next four years to build infrastructure for chip production in the U.S., although specific details are sparse [4]