Chip Sovereignty Fuels New Global Headaches

WHAT IS COVERED IN THIS INSIGHT?

1. Quick Read

2. Critical Strategies

3. Unexpected Disruptions

4. Future War

5. America Question

6. Actionable Takeaways For Leaders

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INTRODUCTION

As TSMC and Samsung announce they are exploring mega-chip factories in the United Arab Emirates (UAE), and as rumors swirl of Qualcomm buying Intel, chips are once again talk of the town.

As is often the case, whenever chips are discussed, geopolitics inevitably enters the picture. A short time ago, the conversation around chips and geopolitics started and ended with a Chinese invasion of Taiwan.

But now, brand new dimensions have opened up.