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Chips and Geopolitics

Stratechery

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The Evolution of Semiconductors: TSMC and Geopolitical Implications

This chapter explores the transformation of the semiconductor industry, focusing on TSMC's innovative role and its influence on fabless chip companies. It also examines the geopolitical ramifications of TSMC's strategic decisions in the context of U.S.-China relations and the establishment of a new facility in Arizona.

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