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Semiconductor Dominance and Geopolitical Risks
The chapter explores the critical role of Taiwan Semiconductor Manufacturing Company (TSMC) in the semiconductor industry and its global implications, including the potential risks posed to major tech companies like NVIDIA, AMD, and Apple. It discusses the dependency of Western countries on countries like China for essential components and touches on efforts to increase domestic manufacturing capabilities. The chapter also addresses the geopolitical risks associated with a possible Chinese invasion on Taiwan and its significant impact on global tech companies and the economy.