讀後心得

U.S. Commerce Secretary Lutnik stated that Trump will explore how to move semiconductor manufacturing from Taiwan back to the United States to protect American manufacturing. Although the latest tariff policy has not imposed taxes on semiconductors, Lutnik emphasized that America's reliance on Taiwan for chip production poses a significant national security risk and questioned why so many U.S. electronic products are made in Taiwan. Trump recently announced the reinstatement of reciprocal tariffs on 185 countries, with tariffs on Taiwan reaching 32%, impacting its traditional export bulk, especially electronic products.

U.S. Secretary of Commerce Lutnick stated that the Trump administration will consider how to relocate semiconductor manufacturing from Taiwan back to the United States, emphasizing that the U.S. needs to have self-defense capabilities. To protect American manufacturing, Trump announced the reactivation of mutual tariff policies against 185 countries worldwide. Although the semiconductor industry is currently not included in the tariff list, Lutnick raised questions during a media interview, pointing out that the vast majority of electronic products in the U.S. are made in Taiwan, and stated, "These products used to be produced in America, and it was our past policies that made Taiwan profit."

Lutnick further mentioned that the U.S. reliance on Taiwan for chip production poses risks to national security. He noted that Trump's next move will focus on "how to move semiconductor manufacturing from Taiwan back to the United States." According to the new tariff policy announced by Trump, tariffs on Taiwan have reached 32%, second only to those on China and Vietnam. Although semiconductors have not yet been included in the taxable list, this still impacts Taiwan's economy significantly, especially in traditional export sectors such as information electronics, textiles, and machinery.

Statistics estimate that Taiwan's trade surplus with the United States will exceed $40 billion in 2024, with electronic components and communication equipment making up the largest share. Trump has publicly criticized that "Taiwan has become rich by plundering American manufacturing," and this reactivation of tariffs demonstrates an intention to pressure Taiwan again.

• Trump administration reactivates mutual tariff policies
• Deep research into relocating semiconductor industry back to the U.S.
• Major reliance on external production poses threats to national security
• Taiwan faces tariff pressure of up to 32%