Is it sufficient to rely only on import statistics to assess the US dependence on Taiwan semiconductors?

Looking at import statistics alone will severely underestimate actual dependence. Many semiconductors undergo assembly, testing, and packaging (ATP) in third countries before export, so the documented country of origin does not represent the actual manufacturing location. According to a 2023 report from the US International Trade Commission (USITC), when tracing upstream supply chains, 44.2% of US-imported logic semiconductors are actually manufactured in Taiwan, and 24.4% of memory semiconductors come from Taiwan. This means that although the US nominally sources from diverse origins, Taiwan holds a critical position in actual production. When trade practitioners assess supply chain risks or explain product origin to buyers, they must pay special attention to the gap between "documented origin" and "actual manufacturing location." Otherwise, inconsistencies may emerge during compliance audits or customer inspections.