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Motley Fool Money
The Chip Biz: Taiwan and Intel
Apr 3, 2024
Asit Sharma, a Motley Fool analyst specializing in the chip industry, joins to discuss the vulnerability of Taiwan Semiconductor amid recent earthquakes, emphasizing the global reliance on Taiwan for chip production. He also delves into Intel's foundry business and its future in manufacturing. In a fascinating pivot, Peter Platzer, CEO of Spire Global, shares insights on leveraging space satellite data for weather prediction, highlighting the company's promising partnership with Nvidia and the transformative power of AI in this field.
27:56
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Quick takeaways
- 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.
Deep dives
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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