The chips chokehold that could end the AI investment boom
Taiwan’s control of leading-edge silicon chips lies on a geostrategic faultline
Taiwan’s control of leading-edge silicon chips lies on a geostrategic faultline

Big US tech companies are more diversified than Korean and Taiwanese chipmakers

Restricted chipmaking tools are being retrofitted to make advanced AI chips, exposing cracks in US-led export controls

Taipei blacklisting of leading Chinese tech groups including Huawei and SMIC comes as US weighs additional restrictions

Close allies among those targeted in bid to protect semiconductor sector that is backbone of economy

Investors attracted by high yields as companies look to shift debt off their balance sheets

Fabrication plants serving Huawei push to increase production as US cuts off access to Nvidia’s top processors