Stratechery cover image

TSMC Risk

Stratechery

00:00

A counterintuitive policy: keep China tied to TSMC

Ben argues for selling chips to China while blocking manufacturing equipment, making China dependent on TSMC instead of isolated AI dominance.

Play episode from 02:08
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app