Trump says Iran nuclear talks are progressing well, predicts stock market gains and 50% share of global chip market - ET Now

US President Donald Trump recently stated that Iran nuclear negotiations are progressing well and predicted a rise in the stock market and a 50% share of the global chip market for the US. This statem... Read original →

Trump’s claim that the U.S. will capture 50% of the global chip market is less a forecast than a geopolitical accelerant. Technologically, tighter controls on 3nm and EUV exports could force Taiwan, China and mainland China to fast-track domestic lithography alternatives, inflating R&D costs industry-wide. Compliance-wise, foundries like TSMC face mounting operational friction—balancing CHIPS Act subsidies against heightened scrutiny on technology transfer to China. In response, NVIDIA may double down on U.S.-based advanced packaging for AI chips, while South Korea and India rush to absorb displaced mature-node investments. Over the next 12–24 months, the U.S. won’t hit 50% market share through policy alone, but its push for onshoring and allied supply chains will institutionalize a new norm: higher costs, lower efficiency, yet politically ‘secure’ redundancy.