125. A War Over TSMC: Is it likely? Severity of Shortages? | Jason Fields, Angry Planet
Jason Fields joins Tom to discuss a potential conflict over Taiwan, and what shortages would look like. [SPONS: brokensilicon = -30% Win10, dieshrink = -3% games: https://www.cdkeyoffers.com/cko/Win10] [SPONS: brokensilicon = -20% E-WIN Chairs (USD: https://bit.ly/3u7PPgr), (CAD: https://bit.ly/39wQfU5] 0:00 Intro Warning – an important, but atypical episode. 3:10 Who is Jason Fields? What is the Angry Planet Podcast? 6:00 Is Jason, a war reporter, aware of how bad gaming shortages are now? 10:50 Taiwan's ascent to incredible global importance 18:00 Can the US afford to lose Taiwan? Can China afford to lose afford the blowback? 26:02 How would a potential takeover of Taiwan likely happen? 32:00 What are China’s motivations for taking Taiwan? 38:49 Would controlling Taiwan be an easy weapon to wield? 41:42 Do corporations have any power to prevent a war? 48:52 What should we hope happens with Taiwan? Is America in decline? 1:04:25 If Taiwan was "Knocked Out" - what would the shortages look like? 1:15:00 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)