As the world's advanced economies all turn attention to semiconductors, having a blast working on this with @JPKleinhans! #techcoldwar #decoupling
Make no mistake - this is the strategic high ground of the next decade. China knows it.
The US, President Biden included, knows it.
ft.com/content/5610a5…
And the Europeans know it.
ec.europa.eu/digital-single…
Japan knows it. taiwannews.com.tw/en/news/4112191
And at the manufacturing end of the value chain, the two key players, both on China's doorstep, are entrenching their dominance.
South Korea's Samsung.. businesskorea.co.kr/news/articleVi…
And that Taiwanese company you'd never heard of till last month. thediplomat.com/2020/12/taiwan…
If there was any doubt that the new US admin is seized of the issue...
'TSMC, the world's largest contract chipmaker, also delivered a presentation about its investment in Arizona, [Taiwan' s economy minister] added, but did not provide any details.'
asia.nikkei.com/Economy/US-and…
China faces a daunting challenge in achieving greater reliance in semiconductors, given the highly concentrated value chain and the exquisite nature of the technologies required at the cutting edge.
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