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

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)


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

Comments

Tom man. You're on point right here. This is fascinating and I cannot wait to listen shortly. Thank you so much for putting this together and to the guest Jason Fields for his time and knowledge sharing.

Mark Smith

Great podcast! Also I'm a mailman and my favorite thing to do is to listen to your podcasts while walking the streets.

matthew saltzberg

Thanks for not holding back or sugar coating the facts about what's really happening in the world around us. I want to be accurately informed

Shadhahvar


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