Trump impondrá aranceles de entre el 25% y el 100% a los chips fabricados en Taiwán, lo que afectará a TSMC

U.S. President Donald Trump announced plans Monday night to impose massive tariffs on Taiwan-made chips in an attempt to incentivize companies to relocate production to the United States. On the one hand, this could reduce American companies' reliance on Taiwan in general and TSMC in particular. On the other hand, building a semiconductor fab takes three to four years, so the effect of production moving to the US due to tariffs may not be felt for some time.