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Gabriel Costa Profile picture
Gabriel Costa
@gpenacosta
Christian, husband and dad. Entrepreneur, product manager and investor. Business, design and technology.
Feb 12, 2021 • 6 tweets • 2 min read
Taiwan, Semiconductors and the Geopolitical Tech War

The market value of the global semiconductor industry has recently overcome the global energy sector. The market is telling us that chips are more important than oil.

Chips are the commodity of the future.

1/6 At the end of 2019, the market value of Taiwan's TSMC was $200b, while Intel was $350 billion. Today, TSMC is at $570 billion, while Intel has dropped to $260 billion.

Why?

Last summer, TSMC came out and said they can now make 7nm chips and will make 3nm chips in 2023.

2/6