PLAY PODCASTS
What Does the Future Hold for Taiwan and Semiconductors? || Peter Zeihan
Episode 436

What Does the Future Hold for Taiwan and Semiconductors? || Peter Zeihan

The Peter Zeihan Podcast Series · Peter Zeihan

September 16, 20244m 58s

Audio is streamed directly from the publisher (content.rss.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

Taiwan has positioned itself as the dominant player in the semiconductor industry, but what would happen if a conflict with China broke out? Well, if semiconductor supply chain vulnerabilities are top of mind, than sure, this should be of concern (but you should also be worried about the thousands of companies and locations that are nowhere near Taiwan that make up the vast bulk of the supply chain).

Full Newsletter: https://mailchi.mp/zeihan/what-does-the-future-hold-for-taiwan-and-semiconductors