The global technology arms race

Impact of restrictions

It is fair to say geopolitics is the most fraught now than it has been in the last two decades.

The battle over energy between Russia and Europe and Nancy Pelosi's recent visit to Taiwan setting the US and China on a pathway of competitive escalation.   Semiconductors and tech independence play a critical role in US/China relations, and this cannot be resolved quickly as both countries are dependent on Taiwan - or specifically Taiwan Semiconductor Manufacturing Company (TSMC) - for the manufacture of leading-edge chips.  For some time now the US has prevented a small number of Chinese firms from accessing US designed semiconductors, and the equipment to make these chips, as it w...