Second Breakfast: Drones, Silicon Shield, Waymo, FedFest, Bolton
ChinaTalk
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The Silicon Shield Strategy: Balancing Security and Supply Chains
This chapter explores the U.S. 'Silicon Shield' strategy, aimed at bolstering Taiwan's semiconductor industry as a means of ensuring security through economic ties. It critiques past reliance on economic relationships for military deterrence and discusses the geopolitical ramifications of global dependency on semiconductor production, particularly focusing on TSMC. The conversation further examines the challenges of relocating chip manufacturing and the implications of U.S. immigration policies on skilled labor in technology.
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