The geopolitics of chips: Taiwan’s ‘Silicon Shield’

The geopolitics of chips: Taiwan’s ‘Silicon Shield’

Author: Financial Times November 26, 2024 Duration: 22:45

The global tech industry depends on Taiwan’s semiconductor chips and many believe the sector plays a key role in the island’s national security, helping stave off an invasion from mainland China. But as relations between China and Taiwan worsen, some countries are taking steps to become less reliant on Taiwanese chips. Already, the US, Germany and Japan have lured Taiwanese semiconductor makers to their own shores. Could that make Taiwan a more vulnerable target for attack?


Presenter James Kynge visits the island and speaks to FT greater China correspondent Kathrin Hille, Taiwan's science and technology minister Cheng-Wen Wu, the president of Taiwan's semiconductor industry association Chih-I Wu, UMC associate vice-president Michael Wang, and Hsin-mei Cheng, writer and producer of 'Zero Day', a TV show about a hypothetical invasion from the mainland.


Free links to read more on this topic:

US and Taiwan seek to strengthen drone supply chain to keep out China 

Taiwan’s new leader faces China threat and voters left behind by chip boom 

Taiwan on the faultline 


Presented by James Kynge. Edwin Lane is the senior producer. The producer is Josh Gabert-Doyon. Executive producer is Manuela Saragosa. Sound design by Sam Giovinco, with original music from Metaphor Music. The FT’s head of audio is Cheryl Brumley. Special thanks to Kathrin Hille.


Read a transcript of this episode on FT.com


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From the Financial Times, FT Tech Tonic steps beyond the breathless headlines and gadget launches to explore how technology is fundamentally reshaping our lives, economies, and social structures. This isn't just a series about the latest app; it's a deep, considered examination of the forces driving the digital age and their often unintended consequences. Each episode grapples with the complex interplay between innovation and its real-world impact, drawing on the FT's global reporting expertise to provide clarity and context. You'll hear conversations that dissect the power dynamics in Silicon Valley, investigate the ethical dilemmas of artificial intelligence, and explore how entrepreneurship is being redefined across different cultures. The podcast digs into the substance behind the hype, asking whether emerging technologies truly deliver on their promise to improve society or if they introduce new perils we are only beginning to understand. By weaving together threads from technology, business, and culture, the discussions offer a nuanced perspective that challenges simplistic narratives. Tune in for thoughtful analysis that connects the dots between boardroom strategies, algorithmic biases, and the everyday experiences that define our increasingly connected world.
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