The Generalist cover image

TSMC: Semiconductors and Borders of Light

The Generalist

00:00

TSMC's $40 Billion Investment in the US Will Decentralize It Away From Taiwan

Semiconductors are fundamental to our security, industry and quality of life. TSMC's $40 billion investment is one of the largest direct investments in American history. Semiconductors have become geopolitically strategic for China, the US and Taiwan. The development speed, scale and ultimate success of the Arizona venture will inform how meaningful this move is.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app