AI Promises and Chip Precariousness, Policy Recommendations and a Changing World, Concerns and Counterpoints
Sharp Tech with Ben Thompson
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Geopolitics and Semiconductor Strategies
This chapter explores the intricate economic and geopolitical landscape of semiconductor manufacturing, focusing on the pivotal roles of the U.S., China, and Taiwan. The discussion critiques current U.S. policy, specifically the Chips Act, highlighting its inadequacies in fostering domestic production and addressing international competition. Additionally, it examines the complexities arising from military tensions and technology dependence, underscoring the critical nature of Taiwan's position in global semiconductor supply chains.
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