Semiconductors are at the heart of the AI revolution, and with chipmakers leading the charge, it raises questions about the implications for nations reliant on international chip manufacturers. Christopher Miller, assistant professor of international History at Tufts University, joins Market Domination Overtime to discuss the landscape of chip manufacturing.
Miller notes that the leading chipmakers in the US heavily depend on the semiconductor giants in Taiwan, stating, "it does present a risk that I think investors have to take seriously." With the surge in chip manufacturing investments occurring in the US, Miller believes that "it won’t be complete self-sufficiency, but it does mean a lot more resilience, especially in case of a political crisis in East Asia."
When it comes to China, Miller suggests that "China is probably going to be close to self-sufficient" in creating chips near the end of the decade. However, he points out that China faces challenges in manufacturing high-end chips, as "right now it’s all in Taiwan."
#youtube #Taiwan #China
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