How do you think an export ban will square with Taiwan and America’s one China stance? Taiwan is incredibly important to U.S. chip making with TSMC being the largest semiconductor manufacturer in the world. If the ban carves out an exception for Taiwan wouldn’t that escalate the tensions? The U.S. is now looking to create fabs internally, but those are still many years away from operating and operating at scale.
Thanks for the insightful comment!
How do you think an export ban will square with Taiwan and America’s one China stance? Taiwan is incredibly important to U.S. chip making with TSMC being the largest semiconductor manufacturer in the world. If the ban carves out an exception for Taiwan wouldn’t that escalate the tensions? The U.S. is now looking to create fabs internally, but those are still many years away from operating and operating at scale.