U.S.-China Relations Have Fallen Off a Cliff, Says Strategist

The video discusses the deterioration of US-China relations amid the COVID-19 pandemic, highlighting the impact of US export controls on Huawei and the broader tech industry. It explores the challenges of technological competition and economic recovery, emphasizing the need for the US to focus on strengthening its own capabilities. The discussion also covers US manufacturing strategies, including TSMC's investment in Arizona, as a positive step towards building domestic capabilities.

How does the speaker view the current U.S. approach to relations with China?

What strategies does the text suggest the U.S. should adopt to compete with China technologically?

What role does TSMC play in the context of U.S.-China technology competition?