Comment / US-Taiwan-China: supply chain through the lens of TSMC, Intel & AMD

Taiwan China USA

ID 252975834 © Ronniechua | Dreamstime.com

By Jack Riddick

13/09/2023

(Editor’s note: This is the first column for Premium by Jack Riddick, research analyst. If you want to know more about him, or get in touch, please click here.)

This is a fire without a frying pan: there are no reliable options for US companies to hedge against geopolitical risks to the semiconductor supply chain in Taiwan.

News out Monday: The US and Vietnam have agreed billions of dollars in business deals in a bid to bolster supply chain resilience amid souring relations between Washington ...

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Topics

AMD China Intel Supply chain radar Taiwan TSMC United States Vertical consolidation Watch the downside 1.0

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