Taiwan Semiconductor Industry Future

What comes next for Taiwan semiconductor dominance given China ambitions and US reshoring

The Dominance

TSMC produces approximately 90 percent of the world most advanced chips by semiconductor density. This concentration in a single jurisdiction has been identified by national security communities in the United States, Europe, Japan, and elsewhere as their primary supply chain vulnerability.

The Challenges

The US CHIPS Act reshoring effort, China domestic semiconductor drive, and the geopolitical risk of Taiwan concentration all present challenges. None of these is close to resolving the concentration in the current period.

Coverage

Daily Asian News covers the Taiwan semiconductor question because it is the technology and geopolitics intersection most directly affecting the global economy.

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