ChinaTalk What Happens Without Taiwan's Chips?
Aug 9, 2022
Hassan Khan, a PhD holder in engineering and public policy, dives into the critical role of Taiwan's semiconductor industry. He highlights how halting operations could ripple through cloud computing and technological innovation. The discussion touches on the unique skills present in Taiwan and the threats posed by geopolitical tensions, including the potential impacts of a Chinese takeover. Khan also emphasizes the industry's evolution, including historical rivalries, and the major consequences for global tech if Taiwan's chips are disrupted.
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Taiwan's Importance
- Taiwan's semiconductor industry, especially TSMC, is crucial for the global tech industry.
- Without these chips, there would be no smartphones, servers, or cloud computing growth.
Shortage Severity
- Semiconductor shortages during the pandemic were specific and manageable.
- A complete shutdown of Taiwan's industry would be a different, more devastating scenario.
Rebuilding Challenges
- Rebuilding Taiwan's semiconductor capacity elsewhere would take years, even optimistically.
- Recreating TSMC's yield and engineering expertise would take even longer, possibly a decade.