Taiwan Conflict: A Potential Chokepoint for AI Chip Supply?
Analysis
Key Takeaways
- •Taiwan Semiconductor Manufacturing Company (TSMC) dominates advanced chip production.
- •A conflict in Taiwan could severely disrupt the global AI industry.
- •Geopolitical risks are increasingly relevant to AI development.
“Given that 90%+ of the advanced chips used for ai are made exclusively in Taiwan, where is this all going?”