The Generalist cover image

TSMC: Semiconductors and Borders of Light

The Generalist

00:00

TSMC and the Silicon Front - Part 4

The United States and Taiwan should lay plans for a targeted scorched earth strategy that would render Taiwan unattractive if ever seized by force. This could be done most effectively by threatening to destroy facilities belonging to the Taiwan semiconductor manufacturing company, which is at the center of China's battle for supremacy. While Broken Nest may sound like some rogue plan, it is not entirely detached from current American strategy. US has executed a sustained economic assault against China waged via the semiconductor industry.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app