Semiconductor Strategies in a Second Trump Era

This chapter explores the potential impacts of a second Trump presidency on U.S. semiconductor policies, particularly regarding the CHIPS Act and support for companies like Intel. It addresses challenges related to tariffs on Chinese imports, the feasibility of onshoring production, and the implications of corporate mergers on domestic capabilities. The discussion highlights the complexities of trade dynamics and supply chain issues, particularly focusing on NVIDIA's performance amidst increasing demand.