Topic: Semiconductor Fabs

1 chapters across the catalog

Asymmetric Intimacy
Episode 1899 34:46 - 38:25

1899: Asymmetric Intimacy

Ukraine War Attrition and Taiwan Semiconductor Security

Adam Curry and Jason Calacanis critique the European mindset regarding the ongoing war in Ukraine, noting high casualty rates and the depletion of military resources. They pivot to the strategic importance of Taiwan, discussing reports that semiconductor fabs (TSMC) might be destroyed or evacuated rather than allowed to fall under Chinese control. Calacanis mentions Elon Musk's efforts to build domestic "TerraFabs" to mitigate supply chain risks.