The Rare Earth Sword Strikes: A Reshuffling of Global Chip Dominance
Overnight, the dynamics of the chip war have shifted. No one expected that a game concerning chips would completely change direction in just a few days. Washington has just revoked TSMC’s “free pass” for its Nanjing factory, requiring that any U.S.-controlled semiconductor tools shipped to Nanjing must apply for separate licenses. TSMC had to issue … Read more