The Geo-Technological Triangle Between the US, China, and Taiwan

Taiwan is caught in the middle of a technological trade spat, one that might upend its all-important semiconductor industry.

In the 21st century, the battlefield between superpowers relies more on the trade of bits, bytes, and computers than bombs, bullets, and coal. Technological dominance is a key factor in power struggles, replacing «arms race» with «AI race» and «space» with «silicon.» The software armory of sophisticated technology running on artificial intelligence is birthed from hardware chips no larger than a postage stamp. SMIC, the largest and most advanced chip foundry on the mainland, has an annual revenue of only one-tenth of TSMC’s and is approximately five years behind in technology capability. An address from President Xi Jingping professed self-reliance and yet more money was plowed into the National Technology Team. Pressure falls on the shoulders of Alibaba, Baidu, and Huawei to bring their supply lines home.
Even before U.S.-China relations began to worsen, China had begun a drive for self-sufficiency.

This article was written by Hannah Kirk

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