Two wins. One Friday. And neither one is getting the coverage it deserves.
First, the DEI ruling. U.S. District Judge John Bates struck down Biden’s “Digital Equity Act” this week, declaring it unconstitutional for using race as a determining factor in distributing federal high-speed internet grants. Trump called it exactly what it was when he killed the program’s funding earlier this year: a racist, unconstitutional giveaway that divided Americans by skin color while spending their own tax dollars to do it. The court agreed. Commerce Secretary Howard Lutnick fought it. They won.
This is how DEI actually ends — not with a press release, not with a corporate diversity statement quietly removed from a website, but with a federal judge writing the words “unconstitutional” on a Biden program that treated American citizens differently based on race. That’s the standard the left spent decades pretending didn’t apply to their preferred constituencies. It applies. It has always applied. And the Trump administration is now systematically proving it in court, one program at a time.
Second, the semiconductor announcement. TSMC — the world’s largest leading-edge semiconductor manufacturer, the company that makes the chips inside virtually every advanced device on the planet — just committed an additional $100 billion to its Arizona fabrication facilities. That brings its total American investment commitment to $265 billion. The largest semiconductor manufacturing investment in American history, building in the Arizona desert, creating American jobs, producing American chips.
For decades, politicians of both parties shrugged while semiconductor manufacturing moved to Taiwan and South Korea and China — accepting as inevitable the offshoring of the most strategically critical manufacturing sector in the modern economy. They called it free trade. They called it market efficiency. What it actually was is a national security catastrophe hiding behind economic theory. The COVID-era chip shortage — which idled American auto plants, delayed consumer electronics, and exposed the fragility of our entire technology supply chain — was the direct consequence of thirty years of that conventional wisdom.
Trump rejected it. Tariffs, trade pressure, domestic investment incentives — the entire architecture of America First trade policy was designed to produce exactly this outcome: foreign manufacturers choosing to build here rather than face the cost of building elsewhere and selling to America.
TSMC isn’t coming to Arizona out of goodwill. It’s coming because Trump made the math work — and because a company that depends on access to the American market has concluded that building in America is the smarter bet than depending on a supply chain that runs through the Taiwan Strait while China watches.
No DEI. No offshoring. No apologizing for putting American workers and American security first.
This is what winning looks like. The left called it impossible. The courts and the market just called it Friday.
