A major earthquake in the chip industry! Trump issues a 1:1 mandate, and these companies may benefit.

Date: September 26, 2025
According to reports from multiple media outlets including the Wall Street Journal, the Trump administration is considering a disruptive semiconductor policy that would require chip companies operating in the United States to achieve a 1:1 balance between domestic production and imports.
Core content of the new policy
According to insiders, this policy will require:
- The number of semiconductors produced by chip companies in the U.S. must be equal to the number imported by their customers from overseas.
- Companies that are unable to maintain this ratio for a long time will face high tariffs, possibly up to 100%.
- Companies that commit to building factories in the U.S. can obtain a transitional "quota" to continue importing without penalty before production capacity is established.
Which companies are most affected?
Potentially Beneficial Enterprises:
- TSMC (building a factory in Arizona)
- Micron Technology
- GlobalFoundries
Companies Facing Challenges:
- Companies like Apple and Dell that heavily rely on overseas chips
- Companies that need to track the source of complex chips and readjust the supply chain
Policy background
U.S. Secretary of Commerce Gina Raimondo has proposed this idea to industry executives, believing it is a necessary measure to ensure the economic security of the United States. This policy is in line with Trump’s proposal last month to impose nearly 100% tariffs on companies not investing in the U.S.
The White House spokesperson stated that all reports are "speculation" before the official announcement, but the market has already reacted to the news.
Comment
If this policy is implemented, it will completely reshape the global chip supply chain! Companies face two choices: either invest in factories in the United States or pay high tariffs. This is a significant benefit for chip manufacturers that have already established themselves in the United States, but it may mean increased costs for consumer electronics companies.
What do you think of this new policy? Feel free to share your thoughts in the comments section!
#芯片 semiconductor #特朗普 tariff #科技政策 TSMC #Apple