{"id":8335,"date":"2022-08-05T12:44:18","date_gmt":"2022-08-05T11:44:18","guid":{"rendered":"https:\/\/telecomkh.info\/?p=8335"},"modified":"2022-08-05T12:44:18","modified_gmt":"2022-08-05T11:44:18","slug":"us-china-tension-must-be-seen-in-the-context-of-taiwans-tsmcs-critical-role-in-the-global-semiconductor-supply-chain-says-globaldata","status":"publish","type":"post","link":"https:\/\/telecomkh.info\/?p=8335","title":{"rendered":"US\/China tension must be seen in the context of Taiwan\u2019s TSMC\u2019s critical role in the global semiconductor supply chain, says GlobalData"},"content":{"rendered":"<p><strong>Following the news of raising tension between the US and China as a result of US House Speaker Nancy Pelosi recent visit to Taiwan, Josep Bori, Research Director in the Thematic team at GlobalData, a leading data and analytics company, offers his view<\/strong><\/p>\n<p>\u201cWhile the US House Speaker\u2019s visit to Taiwan adds to geopolitical tension, it needs to be seen in the context of the bigger and ongoing trade battle between the US and China. In fact, existing US trade bans and the recent passing of the $52 billion US CHIPS for America bill by the US Senate could arguably be seen as a response to China\u2019s earlier $150 billion National Integrated Circuit Plan and its semiconductor self sufficiency \u201cMade in China 2025\u201d strategy.<br \/>\n\u201cThe rising tension around Taiwan highlights the strategic importance of TSMC, the Taiwan based global leader chip manufacturer. It is currently the only firm capable of producing the most advanced chips, on 5 or even 3 nanometre nodes, which are needed for artificial intelligence, smartphones, autonomous vehicles and the military. This is as much a commercial as a geopolitical dispute.<br \/>\n\u201cThis week\u2019s US visit might not have been officially sanctioned by the White House, but it was likely all about providing a credible enough deterrent, by publicly committing the US to defend Taiwan without disowning the One China policy. The unspoken reality is that if China, emboldened by the developing Ukraine \/ Russia situation, were to take over Taiwan and seize control of TSMCs assets, it would cause a massive disruption to the global semiconductor industry, and frankly the global economy.\u201d<\/p>\n<p><span style=\"color: #999999;\"><em>Above, Taipei \/ Photo by Jimmy Liao on pexels<\/em><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Following the news of raising tension between the US and China as a result of US House Speaker Nancy Pelosi recent visit to Taiwan, Josep Bori, Research Director in the Thematic team at GlobalData, a leading data and analytics company, offers his view \u201cWhile the US House Speaker\u2019s visit to Taiwan adds to geopolitical tension, &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/telecomkh.info\/?p=8335\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> \u00abUS\/China tension must be seen in the context of Taiwan\u2019s TSMC\u2019s critical role in the global semiconductor supply chain, says GlobalData\u00bb<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":8336,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[40,59],"tags":[],"_links":{"self":[{"href":"https:\/\/telecomkh.info\/index.php?rest_route=\/wp\/v2\/posts\/8335"}],"collection":[{"href":"https:\/\/telecomkh.info\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomkh.info\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomkh.info\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomkh.info\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=8335"}],"version-history":[{"count":1,"href":"https:\/\/telecomkh.info\/index.php?rest_route=\/wp\/v2\/posts\/8335\/revisions"}],"predecessor-version":[{"id":8337,"href":"https:\/\/telecomkh.info\/index.php?rest_route=\/wp\/v2\/posts\/8335\/revisions\/8337"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/telecomkh.info\/index.php?rest_route=\/wp\/v2\/media\/8336"}],"wp:attachment":[{"href":"https:\/\/telecomkh.info\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=8335"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomkh.info\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=8335"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomkh.info\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=8335"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}