The Peter Zeihan Podcast Series What Does the Future Hold for Taiwan and Semiconductors? || Peter Zeihan
Sep 16, 2024
Taiwan is a powerhouse in the semiconductor industry, crucial to global supply chains. The potential fallout of a conflict with China raises significant concerns beyond Taiwan itself. Thousands of other companies are involved in this vast network, adding layers of complexity. The discussion dives into the geopolitical challenges and strategic alliances that shape the semiconductor landscape. Can U.S. companies effectively relocate fabrication facilities? The implications of these dynamics could reshape technology as we know it.
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Semiconductor Supply Chain Vulnerability
- Taiwan's semiconductor industry is vulnerable due to its reliance on a complex global supply chain.
- Thousands of companies, each with specific roles, contribute to this intricate network.
Taiwan's US Semiconductor Deals
- Taiwan has agreed to build semiconductor facilities in the US, but has stalled the projects.
- They haven't provided blueprints, leading to significant delays and reconstruction.
Intel as a TSMC Alternative
- Intel is emerging as a potential alternative to TSMC, incorporating advanced Dutch technology.
- While promising, Intel's new facilities likely won't produce for several years.