Since 2018 and the signing of Section 301, Taiwan and TSMC have played a crucial role in bringing chip manufacturing back to American soil. The United States has been persistent in restructuring the global supply chain of semiconductors. What started this push for restructuring? Can the US regain its position in the chip manufacturing industry when they have been out of the game for this long? What does TSMC gain from investing in fabs located in the US? In this video, we delve into the current policies in the US that have influenced TSMC and the motivations behind them.

00:00 – 00:52 Introduction
00:53 – 01:28 Section 301
01:29 – 02:18 2020 Election and Biden Administration
02:19 – 03:13 Chip Shortage Meeting
03:14 – 04:35 US Plan to Rebuild the Supply Chain
04:36 – 05:40 TSMC Investing Overseas
05:41 – 06:26 US Officials Visiting Taiwan
06:27 – 07:30 Promises from Both Sides
07:31 – 08:53 Geopolitical Risks
08:54 – 10:12 Government Support Abroad
10:13 – 11:15 Recruiting Young Talents
11:16 – 11:39 The Turning Point
11:40 – 12:55 Taiwan’s Unique Position
12:56 – 13:09 Credits

#semiconductor #tsmc #chipmanufacturing #foreignpolicy #geopolitics #arizona #taiwan
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