Kirkland Capital's Yang Sees 'Solid' 2Q TSMC Guidance

The video discusses the global chip shortage, highlighting the challenges in semiconductor production, such as the time and cost involved. It explores the US government's efforts to boost domestic manufacturing, including Intel's role. The video also compares TSMC with rivals like UMC and Global Foundries, and examines the political influence of US-China relations on the industry.

What are the implications of the chip shortage for the automotive industry?

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What percentage of chips were made in the USA 20 years ago compared to today?

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How do companies like UMC and Global Foundries fit into the semiconductor market?

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