讀後心得

U.S. Secretary of Commerce Gina Raimondo stated that Trump plans to study the relocation of semiconductor manufacturing from Taiwan back to the United States to protect domestic manufacturing. On the 2nd, Trump resumed tariff policies targeting 185 countries; although semiconductors have not yet been included, he pointed out that America's reliance on Taiwan for chip production poses a national security risk. This policy has impacted Taiwan's economy, particularly in the electronics, textile, and machinery industries.

U.S. President Trump announced the reactivation of tariff policies aimed at "protecting American manufacturing," which will impose reciprocal tariffs on 185 countries worldwide. Although the semiconductor industry has not yet been included in the latest tariff list, the U.S. Secretary of Commerce stated that the Trump administration will "deeply investigate" how to relocate chip manufacturing from Taiwan back to the United States, emphasizing that "we must protect ourselves; America needs to have self-defense capabilities."

In an interview, the Secretary of Commerce questioned why the majority of electronic products in the U.S. are still produced in Taiwan, pointing out that in the past, products were mainly manufactured in the United States. He mentioned, "For the iPhone that we all love to use, why must it be manufactured in Taiwan or China? Why can’t it be produced in the U.S. using robots?" He further emphasized that overly relying on Taiwan to produce chips poses significant national security risks.

According to Trump’s recently announced tariff policy, Taiwan will face a hefty 32% tariff, second only to China and Vietnam. Although semiconductors are currently not included in the taxable list, this wave of reciprocal tariffs will still severely impact Taiwan, especially in traditional export sectors such as information electronics, textiles, and machinery. Statistics indicate that Taiwan's trade surplus with the U.S. will exceed $40 billion in 2024, with the highest share coming from electronic components and communication equipment.

Trump has previously accused Taiwan of "enriching itself by plundering American manufacturing," and this reactivation of tariffs can also be seen as renewed pressure on Taiwan.