
Geopolitics & Economics of the Semiconductor Global Value Chain
All Things Policy
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The Future of Semiconductor Manufacturing
TSMC has always led this industry thus far that's still a pretty successful outcome or even I would go a step further and you know if prior to the chips act presidents trends continued the US and Europe would just see further and further dwindling of their global market share. Many people now feel that they don't want to prioritize just economic efficiency, there's a need in terms of security whether narrowly defined and sort of defense security are more broadlyEconomic security to have some sort of near-shoring where you know if suddenly all the Taiwanese fabs are knocked offline it won't grind to a complete halt right that advanced society based on semiconductor is won't grinding to a complete stop.
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