The U.S. government is in the process of crafting a fresh semiconductor policy. Under this proposed framework, technology firms operating within the United States would be mandated to ensure that their domestic chip production volume roughly matches their import volume. Failure to comply could result in tariff penalties. The overarching goal of this initiative is to diminish reliance on overseas chip supplies and to bolster domestic chip manufacturing capabilities.

Should companies pledge to construct factories within the United States, they stand to receive 'quotas' that would permit them to continue importing chips until their domestic production capacity is fully operational. However, if a '1:1' ratio of production to sales is not sustained over the long term, these companies could face substantial tariff increases.

The U.S. Secretary of Commerce has already engaged in discussions regarding this plan with industry leaders. At present, the United States is heavily reliant on overseas production for chips. A spokesperson from the White House has cautioned that any reports pertaining to this policy should be regarded as 'speculative' until an official announcement is made.

If the policy is enacted, companies that depend significantly on overseas chip supplies will encounter considerable challenges. Conversely, those that are proactively expanding their U.S. production capacity may stand to gain. This proposed plan appears to resonate with previous ideas floated by Trump. Should it be implemented, it could serve as a strategic move by the Trump administration to advocate for 'buying American-made chips'.