With more spotlights shone on semiconductor industry, and more governments sticking hands in the market, there’re rising discussions on “chip nationalism” and “choke point”. Though both aim to protect domestic industry, the two concepts diverse in various aspects. On the other hand, TSMC has become a major player in the market and expanding faster than ever. How is it, as a pure-play foundry, affecting the global industry? In this video, JW Insights invited Jan-Peter Kleinhans, a senior analyst in semiconductor industry, to explain the two new concepts and TSMC’s role in the global supply chain.
Jan-Peter Kleinhans is Project Director of the Technology and Geopolitics topic area at Stiftung Neue Verantwortung (SNV), a non-profit think tank in Germany.