Semiconductors and Geopolitical Tensions

This chapter analyzes the geopolitical implications of U.S. export controls on semiconductor technologies aimed at China, alongside recent Russian actions. The discussion emphasizes the strategic importance of semiconductors in military and civilian sectors and the bipartisan support for the CHIPS Act to enhance American competitiveness. It highlights the risks associated with escalating tensions, particularly regarding Taiwan's semiconductor facilities, and the potential for nuclear conflict arising from strained U.S.-Russia relations.