Geopolitical Risks in the Chip Sector and Potential Impacts of Trade Restrictions

The chapter explores the effects of geopolitical risks, trade restrictions, and political comments on the chip sector, focusing on companies like Intel and TSMC. It discusses Intel's strategy to become a contract manufacturer for third parties and the uncertainties surrounding the Trump administration's stance on competition with China. The conversation also touches on China's push for technology self-reliance and the concerns of Dutch and Japanese companies providing technology hardware to China.