Trump has recently expressed dissatisfaction with the United States' loss of chip dominance, but he now no longer blames Taiwan and instead says it was a mistake by previous administrations. With the new U.S. administration taking office, the U.S. domestic chip industry has seen massive growth, with companies such as TSMC announcing expansion into the region, but only to avoid tariffs imposed by the Trump administration.

Additionally, we've seen domestic companies like Intel get all the political attention, largely due to their importance to the U.S. market, and now, President Trump is speaking in the Oval Office and saying that Intel's reign under Andy Grove was a time of U.S. dominance and that those times will soon come back.

You know, Intel was once run by a man named Andy Grove. Andy Grove is a smart tough guy […]. Then he died, and then a series of people appeared who didn't know what they were doing, and gradually the chip business was lost. Now, almost all chip business is in Taiwan. They stole it from us, they took it from us.

I don't blame them, I give them thumbs up. What I blame is those who sit in this position and allow this to happen […]. We will take back a large part of the industry.

The Trump administration's ultimate goal is to bring chip production back to the United States, whether through political influence or other means. TSMC recently announced plans to increase its investment in the United States by US$100 billion, with a total investment of US$165 billion, to establish five factories and a new R&D center in Arizona.


Another interesting fact is that Trump has admitted that moving global chip production to Taiwan was not a means to "steal technology"; rather, it was a flaw of the previous administration. However, that appears to be changing, at least based on the way the U.S. government deals with chip companies like TSMC and Intel. However, moving the supply chain from Taiwan to the United States will not be easy as it would not only have financial implications but also require a complete technology transfer, which the Taiwanese government would not agree to.

Companies such as Intel will continue to play an important role in the U.S. chip industry.