The trade tensions between the United States and China are deepening, particularly amid their shared dependence on Taiwan for semiconductors, which are critical to the global tech supply chain. Both nations recognize Taiwan's central role as a national security risk and are working toward increasing their own chip manufacturing capacities. The U.S. has considered tariffs on chip imports while China has chosen to exempt certain advanced chips from tariffs on American goods, highlighting their diverging responses to the challenge posed by Taiwan's dominant semiconductor industry.
Even as the United States and China push their economies further apart with escalating tariffs, they share an inescapable challenge. Both depend on Taiwan for semiconductors.
As they come to grips with how difficult it is to replicate the industry at the heart of the global tech supply chain, which Taiwan has built over decades, China and the United States are pursuing diverging approaches to their dependence on the island.
Nvidia, the American chipmaker, said it had been told by the government it would now need a license to sell any A.I. chips to China.
In a notice last week, a state-backed trade association in China issued guidance that would exempt a significant portion of advanced chips from China's tariffs on the United States.
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