DOR
Voter
Star Hostage: TSMC, China’s Drive to Conquer Taiwan, and the Race to Win AI Superiority
By: Matthew Brazil, Matthew Gabriel Cazel Brazil
China Brief Volume: 25 Issue: 2
Executive Summary:
By: Matthew Brazil, Matthew Gabriel Cazel Brazil
China Brief Volume: 25 Issue: 2
Executive Summary:
- Talent flows uncovered between Taiwan Semiconductor Manufacturing Company’s (TSMC) operations in the People’s Republic of China (PRC) and several sanctioned PRC firms constitute risks to the company’s position at the leading edge of the global chip industry.
- TSMC’s transition to encompass other parts of the value chain, ostensibly to avoid monopoly concerns, exacerbates these risks.
- If TSMC cedes its dominance, the deterrent effect of Taiwan’s “silicon shield” would be greatly reduced. It could also affect Washington’s support for Taiwan.
- The company has begun to diversify by setting up fabrication plants in the United States in an effort that has been encouraged by its main customers, including Western tech giants such as Apple and Nvidia.