Implications of New Tariffs on Batteries and Legacy Chips

The chapter explores the impact of new tariffs on batteries, specifically lithium and EV batteries, highlighting the inconsistency in previous tariff applications. It delves into the complexities of tariff calculations, trade percentages, and the need for a self-sufficient battery industry. Additionally, it discusses the risks of overdependence on China for legacy chips and the strategic importance of diversifying chip production and supply chains.