The Semiconductor Cold War

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The Semiconductor Cold War

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Summary

The semiconductor cold war is a strategic, high-stakes competition between the US and China for dominance in advanced computing, AI, and military tech. The US utilizes export controls to choke China’s access to advanced chips and manufacturing equipment, while investing heavily via the CHIPS Act to onshore production. Taiwan, through TSMC, sits at the center, manufacturing over 90% of advanced chips.

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