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AI Promise and Chip Precariousness

Stratechery

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Geopolitics of Taiwan and Semiconductor Supply Chain Realities

This chapter explores the geopolitical tensions surrounding Taiwan, focusing on the implications of U.S. policy during the Trump administration and the vital role of TSMC in the semiconductor supply chain. It emphasizes the need for a strategic U.S. approach to semiconductor policy to address competition and national security in the context of rising Chinese assertiveness.

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