1/28/2025 - Trump to impose 25% to 100% tariffs on Taiwan-made chips, impacting TSMC

Oh good, let's impose some tariffs before there is any alternative supply available. That will definitely keep prices down.

"They needed an incentive. And the incentive is going to be they [do not want to] pay a 25%, 50% or even a 100% tax."

They don't pay the tax. US consumer pays. Tariffs gives them no incentive to change because there is no alternative to TSMC. It's not a competitive market where Intel can immediately manufacture 5090's for 25% less.