A new world order is taking shape before our eyes. The COVID-19 pandemic revealed the extent to which great powers depend on strategic products. The persistent shortage of semiconductors—essential to our daily lives—is reshaping geopolitical relations, fueling inflation and increasing tensions between the U.S. and China.

It is estimated that 10 million cars worldwide were not produced in 2021 due to a lack of available semiconductors. From our computers to our toasters, from our tablets to our refrigerators, microprocessors, or semiconductors, power all our daily devices. They hold national strategic importance, supporting all advanced military and civilian technologies. Yet, while demand for both the quantity and quality of semiconductors has been growing, the number of places producing them has been shrinking. Only a few countries possess the specialized knowledge and capability to produce cutting-edge chips, with 63% of all chips manufactured in Taiwan.

That this one island, which is already on the frontline of a superpower struggle between the U.S. and China, dominates production means that the world’s economies are dependent on the stability of Taiwan. So what can be done to secure microprocessors? And how is the battle for semiconductors already affecting our daily lives?

Production Company: Babel Doc
Year: 2023
Director: Nicolas Vescovacci
Licensed by Java Films (France)

Chapters:
00:00 The Race for Semiconductor Supremacy
02:29 How Taiwan Became the World’s Semiconductor Leader
04:40 Morris Chang, Founder of TSMC
07:09 The Scope of TSMC’s Dominance
08:50 Impact of the COVID-19 Pandemic
12:03 Car Manufacturing Stalled Due to Chip Shortage
14:18 Vulnerability of International Supply Chains
16:44 The Chip War Begins
18:41 China’s Ambition and the U.S. Commitment to Defend Taiwan
24:14 Arizona Representative David Livingston on New TSMC Semiconductor Plant
27:40 Doug Ducey, Former Governor of Arizona
29:39 Biden Signs the CHIPS and Science Act
31:00 Pat Gelsinger, CEO of Intel
34:58 Combating Threats to U.S. Military Supremacy
36:15 China’s Investment in Microprocessors
42:18 Europe’s Semiconductor Industry
46:22 Peter Wennink, Former CEO of ASML
48:12 The Limits of Globalization and Reshoring
50:33 Credits

#chipwar #taiwan #semiconductor #microprocessor #microchip #manufacturing #supplychain #tsmc #asml #documentary #taiwanplusdocs #taiwanplus
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The US-China superpower rivalry is on full display in Taiwan. Beijing wants control of the island and is willing to use force to get it. Washington has been ambiguous about how it would respond but is expanding its military presence in the region. Taiwan is at the center of the US first island chain strategy to contain China. A standoff seems almost unavoidable. But what factors give the tiny island such an outsize importance for both superpowers? And why is neither side backing down?
We speak to foreign policy experts Victor Gao (Center for China and Globalization) and David Sacks (Council on Foreign Relations) and find out what people in Taiwan think of the tensions.

Chapters

00:00   All eyes on Taiwan
01:12   Taiwan's strategic location
04:13   US "first island chain" strategy
07:24   Taiwan's TSMC: An economic powerhouse
09:34   A history of old loyalties
12:19   Taiwan's complicated status quo
14:14   Big ideas for a small island

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Over the past few decades, China has solidified its status as an economic superpower. But the country’s economic boom coupled with its increased military might has increased tensions in the region, including with Taiwan, where fears are mounting over a possible Chinese invasion.

Meanwhile, at home, China’s human rights record remains under the spotlight with severe curtailments on free speech and a continued hardline policy on the country’s Uighur community.

So what lies ahead?

Mehdi Hasan goes head-to-head with Victor Gao, the former translator for Chinese leader Deng Xiaoping and vice president of the Center for China and Globalization, on President Xi Jinping's rule, China's foreign policy and its clampdown on dissent.

Joining the discussion are:

Rayhan Asat – international human rights lawyer of Uighur descent and senior fellow at the Atlantic Council

Stephen Chan – professor of world politics at the University of London, School of African and Oriental Studies

Martin Jacques – author of When China Rules the World and visiting professor at Tsinghua University in Beijing

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