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lan Transnational & Economic Shifts

Global Semiconductor Wars

The global semiconductor war is an ongoing economic and technological conflict mainly between the United States and China. Microchips run everything from smartphones to advanced weapon systems. The United States controls much of the chip design and manufacturing equipment. China buys the most chips but struggles to build the most advanced ones. Taiwan produces over 60 percent of the world's chips and 90 percent of the most advanced chips. The US government placed strict export limits on advanced chip technology to China in October 2022. China responded by banning certain US chip companies and restricting the export of key chip-making metals. This conflict forces other nations and tech companies to pick sides and rebuild supply chains.

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Core Context Pillars

01

United States Export Controls

In October 2022, the US Commerce Department banned the sale of advanced semiconductor chips and chip-making equipment to China.

02

Taiwan Market Dominance

Taiwan Semiconductor Manufacturing Company builds over 90 percent of the world's most advanced microchips.

03

China Retaliation

In May 2023, China banned the US chipmaker Micron Technology from critical infrastructure projects.

04

Global Supply Chain Shift

The US passed the CHIPS and Science Act in August 2022, giving 52 billion dollars to companies that build chip factories in the United States.

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Revision Keywords

TSMC
The largest contract chipmaker in the world located in Taiwan.
CHIPS and Science Act
A 2022 US law that provides 52 billion dollars to boost domestic semiconductor research and manufacturing.
Gallium and Germanium
Two metals essential for chip manufacturing that China restricted for export in 2023.
ASML
A Dutch company that builds the extreme ultraviolet lithography machines needed to print the most advanced microchips.
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