Your signal. Your price.
A U.S. led global treaty could halt the superintelligence race by monitoring the concentration of advanced hardware. Nate argues this is highly feasible because advanced AI chips rely on a narrow supply chain centered on TSMC in Taiwan and lithography machines from the Netherlands.
Gina Raimondo successfully shepherded the bipartisan CHIPS Act by framing semiconductor manufacturing as a national security issue. The U.S. military currently relies entirely on Taiwan-based TSMC for its leading-edge chips.
Gina Raimondo leveraged tech CEOs Tim Cook, Jensen Huang, and Lisa Su to pressure TSMC to manufacture in the United States. This customer pressure forced TSMC to accept lower federal subsidies and commit private capital.
Dave Blundon identifies TSMC as Nvidia's primary vulnerability, acting as the sole manufacturer for all Nvidia chips. TSMC allocates roughly one third of its total manufacturing capacity to Nvidia and another third to Apple.
Only 4 results for these filters — try broadening your search