Taiwan and Semiconductors
The discussion highlights the strategic importance of Taiwan in the global semiconductor supply chain, particularly the role of TSMC, which accounts for 80% of global exports. While concerns about potential conflict over Taiwan are prevalent, the communication between the US and China remains functional, with both sides aware of the severe risks involved. The US is keen on establishing TSMC as a trusted partner, which could provoke significant tensions with China, emphasizing the delicate balance of power in this critical sector.In this clip
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Related Questions
Can China catch up in semiconductors as discussed in the episode State of Play: The Geopolitical Landscape — with Ian Bremmer and the clip Taiwan and Semiconductors, as well as in the episode 919: Chris Miller | Chip War: The Battle for Semiconductor Supremacy and the clip China's Chip Industry?
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