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The podcast discusses the impact of a major earthquake in Taiwan on chip production, Intel's ambitious expansion in the semiconductor industry, funding implications for chip manufacturing diversification, Disney's challenges and succession planning, and the advancement of business strategies with space technology.
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- Global chip supply chain vulnerability exposed by Taiwan earthquake highlights need for diversification.
- Intel's Foundry division faces challenges and investor concerns despite strategic manufacturing shift.
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Impact of Taiwan Earthquake on Chip Supply Chain
Taiwan's recent 7.5 magnitude earthquake has raised concerns about its impact on chip manufacturing, particularly at TSMC. Over 90% of the world's advanced chips are produced by TSMC, underscoring the dependence on Taiwan for crucial global semiconductor supply. Despite historical preparedness by TSMC following previous earthquakes, the event highlights the vulnerability of a centralized chip production hub.
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Listen to the best highlights from the podcasts you love and dive into the full episode