Pushing onshoring ratios excessively could produce three countereffects. First is technological isolation risk: over-restricting access will cause US companies to become disconnected from international equipment, materials, and downstream application technology development, ultimately undermining competitiveness in the long term. Second is supply chain fragility: favoring "domestic substitution" sounds prudent, but if main production capacity becomes overly concentrated in a single country, any geopolitical event or natural disaster will leave no backup options—the risk concentration becomes as severe, if not worse, than today's situation. Third is resource misallocation: massive subsidies and tax incentives concentrated in semiconductor manufacturing could crowd out capital for other innovation sectors, distorting the overall industrial structure. Therefore, if the 50-50 policy is implemented too rigidly, the damage extends beyond Taiwan; the US's own supply chain resilience and long-term competitiveness would also pay a price.