White House Office of Science and Technology Policy Director Michael Kratsios (L) and Commerce Secretary Howard Lutnick give a joint press conference at the G20 Innovation Ministerial at the Carolina Inn in Chapel Hill, North Carolina, on September 2, 2026. (Photo by Matt RAMEY / AFP via Getty Images)

TAIPEI, TAIWAN - SEPTEMBER 02: Visitors converse beside a poster detailing Glass Through-Vial (TGV) wafer and panel packaging technology during SEMICON Taiwan 2026 at the Taipei Nangang Exhibition Center on September 02, 2026 in Taipei, Taiwan. SEMICON brings together the world's biggest semiconductor manufacturers for a display of the latest developments, as AI accelerates demand for chips. (Photo by Cheng Chia Huang/Getty Images)

TAIPEI, TAIWAN - SEPTEMBER 02: A dual-arm industrial robot is demonstrated to prospective clients at a technology booth during SEMICON Taiwan 2026 at the Taipei Nangang Exhibition Center on September 02, 2026 in Taipei, Taiwan. SEMICON brings together the world's biggest semiconductor manufacturers for a display of the latest developments, as AI accelerates demand for chips. (Photo by Cheng Chia Huang/Getty Images)

TAIPEI, TAIWAN - SEPTEMBER 02: Visitors gather in front of a giant digital screen displaying Probe Card thermal simulation technology at a semiconductor testing booth during SEMICON Taiwan 2026 at the Taipei Nangang Exhibition Center on September 02, 2026 in Taipei, Taiwan. SEMICON brings together the world's biggest semiconductor manufacturers for a display of the latest developments, as AI accelerates demand for chips. (Photo by Cheng Chia Huang/Getty Images)

TAIPEI, TAIWAN - SEPTEMBER 02: Ajit Manocha, President and CEO of SEMI, gestures on stage next to 3D graphics demonstrating advanced semiconductor packaging technology during SEMICON Taiwan on September 02, 2026 in Taipei, Taiwan. SEMICON brings together the world's biggest semiconductor manufacturers for a display of the latest developments, as AI accelerates demand for chips. (Photo by Cheng Chia Huang/Getty Images)

President of Tokyo Electron Taiwan Sam Nakama speaks during a media conference at SEMICON Taiwan in Taipei on September 2, 2026. (Photo by I-Hwa Cheng / AFP via Getty Images)

Google's senior vice president and chief technologist for AI and infrastructure Amin Vahdat delivers a speech during SEMICON Taiwan in Taipei on September 2, 2026. (Photo by I-Hwa Cheng / AFP via Getty Images)

A visitor looks at semiconductor components during SEMICON Taiwan in Taipei on September 2, 2026. (Photo by I-Hwa Cheng / AFP via Getty Images)