The Taiwan Semiconductor Dilemma — With Congressman Ro Khanna
Big Technology Podcast
Alex Kantrowitz
4.7 • 596 Ratings
🗓️ 19 April 2023
⏱️ 36 minutes
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| 0:00.0 | LinkedIn Presents. |
| 0:13.6 | Welcome to Big Technology Podcast, a show for cool-headed, nuanced conversation, of the tech world and beyond. |
| 0:21.3 | Welcome back. China has declared its military ready to fight after completing three days of exercises around Taiwan after the Taiwanese president's meeting with Speaker McCarthy here in the U.S. |
| 0:31.5 | China may not be ready to invade Taiwan, but it's certainly making no secret of its ability and perhaps its desire to do so. |
| 0:39.3 | The country is fresh off a days-long exercise to practice blockading Taiwan. It's declared itself |
| 0:45.0 | ready to fight, and it's even released animations of what hitting targets inside Taiwan |
| 0:49.6 | would look like. Now, Taiwan is a nation of 23 million people, including many descendants of China's |
| 0:55.5 | nationalist movement who left the mainland as the communist took over. And it's also home to one of the |
| 1:00.6 | most important companies in the world, Taiwan Semiconductor. The chips that Taiwan Semiconductor |
| 1:06.2 | are differentiated and ubiquitous. They're found literally everywhere, and many are so |
| 1:11.6 | technically sophisticated that no one else can produce them. Taiwan Semiconductor's chips are |
| 1:16.6 | on iPhones and refrigerators, they're in watches and tea kettles, and should U.S. companies, |
| 1:21.7 | for instance, lose access to Taiwan's chips, the country's GDP could take an instant hit, |
| 1:27.0 | perhaps, into the double-digit |
| 1:28.7 | percentage range. It would be a disaster, which is why everyone is watching this so closely. |
| 1:33.8 | Congressman Rokana is our guest today. He is fresh off a trip to Taiwan and is here to share |
| 1:38.7 | his perspective on the state of the region, the importance of TSM, as it's called, and the |
| 1:43.4 | likeness of a conflict. Congressman |
| 1:45.6 | Kana has been involved in legislation. He's met with leaders in the Taiwanese government and |
| 1:49.7 | Taiwan Semiconductor, and he represents Silicon Valley, so he's keenly aware of the challenges |
| 1:54.3 | and the opportunities here, and I think you're going to love hearing from him. My conversation with |
| 1:58.8 | Congressman Rokana coming up right after this. |
... |
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