The Geopolitical Chess Game: TSMC, Taiwan, and the US Semiconductor Race
Matilda
The Geopolitical Chess Game: TSMC, Taiwan, and the US Semiconductor Race
The intricate dance between Taiwan Semiconductor Manufacturing Company (TSMC), the world's leading chipmaker, and the United States has taken a dramatic turn. Taiwan's recent decision to restrict TSMC's production of cutting-edge 2nm chips outside its borders has ignited a geopolitical firestorm, raising questions about the future of US-Taiwan semiconductor collaboration. A Clash of Interests The move by Taiwan's government is driven by a desire to safeguard its technological edge and secure its position as a global semiconductor powerhouse. By limiting the export of its most advanced chipmaking technology, Taiwan aims to maintain its competitive advantage and prevent potential rivals from gaining ground. However, this decision has significant implications for the United States, which has been actively courting TSMC to establish manufacturing facilities on American soil. The CHIPS and Science Act, a massive government subsidy package, was designed to incentivize semicondu…
