Broken Silicon 125: Is a War over TSMC likely? Severity of Shortages? | Jason Fields, Angry Planet (Patreon)

Jason Fields joins Tom to discuss a potential conflict over Taiwan and TSMC between the US and China, and what shortages would look like in a world where TSMC is taken offline…

0:00 Intro Warning – an important, but atypical episode.

2:50 Who is Jason Fields? What is the Angry Planet Podcast?

5:39 Is Jason, a war reporter, aware of how bad gaming shortages are now?

10:29 Taiwan's ascent to incredible global importance 

18:39 Can the US afford to lose Taiwan? Can China afford to lose afford the blowback?

24:59 How would a potential takeover of Taiwan likely happen?

31:00 What are China's motivations for taking Taiwan?

37:52 Would controlling Taiwan be an easy weapon to wield? 

40:39 Do corporations have any power to prevent a war?

47:49 What should we hope happens with Taiwan? Is America in decline?

1:02:34 If Taiwan was "Knocked Out" - what would the shortages look like?

1:13:09 Should the West Diversify silicon production more? Or focus many on relations?

Jason’s Podcast, Angry Planet: https://angryplanet.substack.com/p/when-will-china-invade-taiwan

https://www.linkedin.com/in/jasonqfields/

https://www.reuters.com/journalists/jason-fields

https://twitter.com/JasonQFields

https://www.reuters.com/article/idUS49548278220160520

https://www.taipeitimes.com/News/biz/archives/2021/06/03/2003758486

https://www.notebookcheck.net/TSMC-has-the-largest-market-share-in-the-global-semiconductor-manufacturing-industry-Counterpoints-Research.518137.0.html

https://www.abc.net.au/news/2018-06-27/china-ghost-cities-show-growth-driven-by-debt/9912186

https://en.wikipedia.org/wiki/Chung_Kuo_(novel_series)