last highlighted date: 2023-10-18
Highlights
- Global crisis. TED talk by Rob Toews on what would happen in a country invaded Taiwan to claim all the chips, fabs & foundries. -Whoever controls the chips, controls the world. -TSMC is building a fab in 2025 in Phoenix in 2025. -Samsung would be second winner compared to TSMC. -Intel is a distant third. -If Taiwan falls, AI industry is collapsed, a choke point. -Speaker said it’s likely a war would happen over Taiwan in next decade. And yes I have a great seat on the front balcony, stage right. @TEDAI2023