(Analysis) Chips and Power: How TSMC Navigates Geopolitical Tensions
This analysis explores TSMC’s strategic position in the global semiconductor value chain. It also examines the broader implications for semiconductor industry and security.
This analysis explores TSMC’s strategic position in the global semiconductor value chain. It also examines the broader implications for semiconductor industry and security.
China’s dominating influence of the global critical mineral markets poses a pressing threat to international supply chains. These minerals are vital for advanced technologies, from semiconductors to renewable energy. With a global energy transition reliant on critical minerals, their increased demand has provided Beijing a whip hand to utilise in other geopolitical spheres.