Geopolitics & Economics of the Semiconductor Global Value Chain
All Things Policy
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The Future of Chip Design in India
There's always this current concern. If you have a monopoly or near monopoly in the most advanced logic nodes in Taiwan, there's just an issue of general geographic risk. What if there really was a large earthquake and it knocked these fabs out of commission? There are a lot of reasons to think that there needs to be more diversification beyond Taiwan in those particular nodes. That diversification is done by TSMC itself, who's dominating those advanced nodes, or other firms like Samsung and Intel.
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