Semiconductors
Product
A critical area of technological competition between the US and China, with significant implications for global supply chains and national security. The dependence on TSMC in Taiwan is a key concern.
Mentioned in 3 videos
Videos Mentioning Semiconductors

#AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
All-In Podcast
Mentioned as being analogous to rare earth elements in terms of strategic importance.

Chapter 3: Great-Power Rivals: Then and Now | LFHSPBC
PolicyEd
A critical area of technological competition between the US and China, with significant implications for global supply chains and national security. The dependence on TSMC in Taiwan is a key concern.

E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more
All-In Podcast
Not mentioned in transcript.