U.S. Semiconductor Policy Shake-Up: Tariffs, CHIPS Act, and the Future of Global Tech Supply Chains

U.S. Semiconductor Policy Shake-Up: Tariffs, CHIPS Act, and the Future of Global Tech Supply Chains

The U.S. is transforming its semiconductor industry with steep tariffs on Chinese chips, major subsidies for domestic manufacturing, and proposals for direct government stakes in key companies. These aggressive policies are fragmenting global supply chains and reshaping the AI chip ecosystem, creating both risks and opportunities for the tech industry.