AI Promises and Chip Precariousness, Policy Recommendations and a Changing World, Concerns and Counterpoints
Sharp Tech with Ben Thompson
Geopolitics and the Semiconductor Crisis
This chapter explores the intricate Taiwan-China relationship and its implications on global semiconductor production, highlighting the historical context of U.S. chip bans and self-reliance strategies. It examines the significant role of government actions, subsidies, and sanctions on companies like Huawei and ZTE, emphasizing the geopolitical ramifications for the AI sector. The narrative underscores the precarious global reliance on Taiwan's TSMC, outlining the vulnerabilities and potential consequences of disruptions in semiconductor manufacturing amidst rising geopolitical tensions.
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