81 - The Geopolitics of Microchips and Semiconductors
The Red Line
China's Semiconductor Industry and the Impact of US Restrictions
This chapter explores the comparison between IP and technology laws in China and the US in relation to the microchip and semiconductor industry. It discusses the success of China's Made in China 2025 project, the challenges faced in competing with leading memory manufacturers and logic chip makers, and the role of chip issues in Beijing's calculations around a potential invasion of Taiwan. Additionally, it examines the impact of a potential war on the Taiwanese semiconductor ecosystem, the significance of the US strategy regarding semiconductors and microchips, the challenges of relocating chip manufacturers to the US to avoid Chinese influence, and the complexities involved in moving semiconductor manufacturing equipment and personnel during times of war.
