Washington's ambition for a 50/50 semiconductor deal with Taiwan is missing a key component — lack of a mature homegrown supply chain could be the missing link

U.S. Commerce Secretary Howard Lutnick's plan to split leading-edge chip production equally between America and Taiwan seeks greater self-sufficiency and security but lacks clarity, overlooks U.S. industry realities, and remains largely symbolic given global dependencies on Japan, Europe, and Korea for materials, tools, and memory.