The Peter Zeihan Podcast Series TSMC Cuts China's Access to Advanced Chips || Peter Zeihan
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Nov 22, 2024 Discover the latest developments in the semiconductor industry as a major player cuts advanced chip orders from Chinese companies. The discussion highlights the geopolitical tensions influencing tech policies across US administrations. Dive into the intriguing differences between DUV and EUV lithography technologies, and understand their implications for global semiconductor access. The implications of these changes resonate far beyond the tech world, impacting international relations and technological dominance.
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TSMC's Dominance
- TSMC, the dominant producer of high-end semiconductors, plays a crucial role in various advanced technologies.
- Products like EVs, high-end electronics, and AI systems rely heavily on their chips.
Huawei's TSMC Chips
- TSMC chips were discovered in Huawei products, revealing gaps in existing US sanctions against China.
- This discovery prompted TSMC to stop accepting orders for advanced chips from any Chinese entity.
Differing Approaches to China
- The Biden administration and Trump administration differ in their approaches to China.
- Biden focuses on targeted tech restrictions, while Trump favors tariffs with less effective enforcement.