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Sep 30, 2025 12:00 PM

Trump And Lutnick Demand: Half Of America's Chips Must Be Made At Home—Or Else

President Donald Trump and Commerce Secretary Howard Lutnick have placed a bold demand on the global semiconductor industry: half of all chips used in America must be manufactured in America. 

Additionally, Taiwan, through Taiwan Semiconductor Manufacturing Co. (NYSE:TSMC), needs to relocate a significant portion of its advanced production to U.S. soil or risk losing American defense guarantees. 

TSM stock is up. See the real-time price action here. 

Chips = National Security 

The Trump administration views domestic semiconductor manufacturing as necessary for U.S. national security. 

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