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Sharp Tech with Ben Thompson
00:00
TSMC Chip Talk
Will the recent trade restrictions impact China's ability to keep producing a high volume of chips approximately 10 years behind the leading edge? Will China be able to produce chips on par with the capacity currently being installed in Arizona 10 years from now? And will five nanometer chips eventually be used in less advanced cases like cars and appliances? If so, will TSMC continue to update the US fabs to produce leading edge chips? Or will they continue to produce five nanometer as those chips move down the chain?
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