The Semiconductor Industry’s Competitive Dilemma

Key Points

  • Future actions by China could greatly affect the world's supply of semiconductors

  • The U.S. government needs to see Intel as a crown jewel in the U.S. supply chain

  • Intel is taking action but may need "serious support" for U.S. policy

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While an unanticipated surge of demand is a chief cause of the chip shortage, other factors and risks require action. There is a risk that if China moved to bring Taiwan - a leading manufacturer of computer chips - under control in the future, the global semiconductor supply chain could be under threat.

Tim Bajarin, Forbes Contributor