Biden's Curbs Extend Global Chip Fall

The video discusses the impact of US restrictions on Chinese semiconductor companies, particularly SMIC, which relies heavily on US equipment makers. The new sanctions are more stringent than those on Huawei, affecting talent flow by requiring US government approval for US citizens working in China's chip industry. Despite challenges, China's semiconductor industry may still grow, albeit slowly, by focusing on applications like smart homes and EVs. TSMC also faces challenges due to its reliance on Chinese designers for high-performance computing chips.

What role does TSMC play in the semiconductor market, particularly concerning Chinese designers?

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What are the implications of the current market conditions for investors in the semiconductor industry?

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