Semiconductor Industry: Geopolitical Implications and Chinese Chipmakers

This chapter discusses the geopolitical implications of the semiconductor industry, focusing on the Taiwan election, TSMC's role, and the impact of US sanctions on Chinese companies. It examines the slowdown in Chinese chipmaking due to the shortage of key machines, but also explores how the Chinese government is investing in alternative methods. The chapter also touches on TSMC's revenue, consumer demand, and the implications of Huawei's limited chip availability on its market share in China.