Overview

• Vice Premier Cheng Li-chiun said Taiwan will not agree to a 50-50 split and stressed the idea came from U.S. officials, not from the talks.
• Commerce Secretary Howard Lutnick has publicly floated a 40–50% domestic market-share goal and discussed placing half of Taiwan’s chip production in the United States.
• Taiwan said the latest discussions made certain progress on the temporary 20% U.S. levy, which remains unresolved alongside the broader Section 232 probe.
• Policy options under consideration in Washington include steep semiconductor tariffs, chip-content–based duties, and purchase-credit schemes to steer buying toward U.S.-made chips, according to multiple reports.
• TSMC continues major Arizona investments while indicating most advanced manufacturing stays in Taiwan, and Taipei has offered more U.S. investment, energy purchases, higher defense spending, and plans for $10 billion in agricultural buys.