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TSMC Risk

You probably think, given this title, you know what this Article is about. The most advanced semiconductors are made by TSMC in Taiwan,1 and Taiwan is claimed by China, which has not and will not take reunification-by-force off of the table. Relatedly, AI obviously has significant national security implications; at Davos, Anthropic CEO Dario Amodei reiterated his objection to the U.S. allowing the sale of Nvidia chips to China. From Bloomberg: Anthropic Chief Executive Officer Dario Amodei said ...

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