Gestalt It Rundown

TSMC Tariffs Could Cause Chaos | The Gestalt IT Rundown: January 29, 2025

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Sinopsis

As we mentioned earlier, the early days of a US government change invovle a lot of new orders and announcements. After a week in office the current US administration announced a plan to impose import tariffs on Taiwan for a variety of goods, including pharmaceuticals, steel, and chips. The tariff was reported to be 25% but could be as high as 100%. In further comments the president said the goal of the move was to lure companies back to the US to manufacture chips domestically. However, the CHIPS Act was specifically called out as being problematic because it simply gave money away instead of punishing companies with additional taxes to change their behavior. This is definitely a developing situation but lets dive in. Al, what's the ultimate goal here? This and more on the Gestalt IT Rundown. Time Stamps: 0:00 - Welcome to The Rundown 1:23 - Pure Storage Gets Hyperscale Win 4:31 - Salt Typhoon Probe Potentially Disrupted 7:47 - AI Gets Trapped in a Maze 11:35 - Swedes Seize Ship Slashing Subsea Stuff 14