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#59 – Chris Miller on the History of Semiconductors, TSMC, and the CHIPS Act

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Export Controls - Why Would Companies Comply With This?

The world's most advanced shipmaker, TSMC, can't produce advanced ships without relying on US tools. Similarly, companies that chip-making tools in Japan or the Netherlands rely on a lot of US technology too. Many companies have R&D in Europe and the US and Japan and have production in multiple countries as well. But if they weren't restricted by Dutch export controls, one could hypothesize that the US might also impose controls.

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