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The Looming Threat to Nvidia and AI 

Behind the Markets
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In today’s video, we delve deep into the often overlooked geopolitical risks associated with our global dependency on artificial intelligence (AI) technologies. While AI continues to shape the future in extraordinary ways, there's a critical factor that might disrupt this progress: the semiconductor supply chain.
Most of the world's advanced semiconductors, crucial for everything from mobile phones to AI systems, are manufactured in Taiwan by Taiwan Semiconductor Manufacturing Company (TSMC). However, with rising tensions in the region and China's increasing assertiveness towards Taiwan, the stability of this supply chain is under significant threat.
In the past month alone, major companies like Samsung, TSMC, and Intel have received substantial funding from the U.S. government, aimed at boosting semiconductor production within the United States. This strategic move highlights a growing awareness of the risks posed by potential conflicts in Taiwan-a scenario that could have profound impacts on global technology supply chains.
Join us as we analyze these complex dynamics, including the strategic moves by global and national powers to secure semiconductor production, and discuss the potential implications on AI development and broader technological advancements. We'll also offer insights into the actions companies and governments are taking to mitigate these risks.
Don't forget to like, subscribe, and click the bell icon to stay updated on our latest content, where we continue to uncover the critical intersections between technology and geopolitics. Share your thoughts in the comments below: How do you think these developments will affect the future of technology and global stability?
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Опубликовано:

 

16 апр 2024

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Комментарии : 5   
@normairvine6555
@normairvine6555 3 месяца назад
Oh wow, I own Nvidia AND Taiwan Semiconductor! I had been worrying about Taiwan Semiconductor and other Semiconductors I own.. Thanks!
@behindthemarkets
@behindthemarkets 3 месяца назад
Yeah, it's crazy. It's like nobody is talking about this, oddly enough. Boy will they be shocked if/when China makes their move.
@judis3850
@judis3850 3 месяца назад
It's not like Nvidia doesn't know what's happening with Taiwan. So wouldn't it make sense that they have something in the works to move their business from Taiwan Semiconductors to someplace less risky? The one thing that stands out about Nvidia above most other computer related companies is that they always seem to be one step ahead. I can't believe they wouldn't be one step ahead now. They may not be advertising it, but I would bet they're looking to move their business. Is there any way for you to find out?
@PabloM31
@PabloM31 3 месяца назад
TSMC is 53% of the semiconductor market, and about 90% of the AI chip market -- so there aren't really any great alternatives. Nvidia and other tech firms are contracting with other manufacturing firms, but almost all of them are in Taiwan too. And new facilities in the US are anywhere from 2-5 years from going into production.
@behindthemarkets
@behindthemarkets 3 месяца назад
Absolutely, it makes sense. That's why we're trying to get semiconductors made in the U.S. In the past 3 months, the Federal government has given contracts worth billions to companies like Intel and Samsung, just to reduce our dependence on Taiwan.
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