logo
episode-header-image
Nov 2024
22m 45s

The geopolitics of chips: Taiwan’s ‘Sili...

Financial Times
About this episode

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



Hosted on Acast. See acast.com/privacy for more information.

Up next
Oct 8
Mission to Mars: Elon Musk's 'Starship' Enterprise
Elon Musk wants humans to settle on Mars, and his rocket company SpaceX is spending billions of dollars on developing the spacecraft to take us there. The ‘Starship’ is being designed to take astronauts back to the moon, and eventually, on to the red planet. But why is Musk so ob ... Show More
29m 34s
Oct 1
Coming soon: Mission to Mars
US President Donald Trump has pledged to “plant the stars and stripes on the planet Mars”, China could send its first crewed mission to Mars within a decade, and Elon Musk wants people to actually settle on Mars, transforming the human race into an interplanetary species. In a ne ... Show More
1m 40s
Sep 30
Vote for Tech Tonic in the Signal Awards!
Tech Tonic has been nominated for a Signal Award in the Technology category! It's a Listener Choice award, which means we need your help. Vote for us to win here. We appreciate your support.And while you're at it, vote for some other FT podcasts that have also been nominated. The ... Show More
49s
Recommended Episodes
May 2024
Coming soon: China, the new tech superpower
In a new season of Tech Tonic, longtime FT China reporter Jame Kynge travels around the world to see how China is pushing towards tech supremacy. Will China be able to get an edge in crucial technological areas? What does China’s attempt to leapfrog the west look like on the grou ... Show More
1m 7s
Dec 2024
The geopolitics of chips: Chips in the USA
The next superpower will be a tech superpower, and to be that superpower you need to have some control over the semiconductor industry which is driving the AI revolution. But almost all advanced semiconductors are made in Taiwan — and it is under constant threat of a Chinese inva ... Show More
27m 8s
Jul 2024
Taiwan’s 100-Year Rise From Japanese Colony to Monopoly Producer of Microchips
When global supply chains were shut down in 2020 and messily rebooted after COVID lockdowns ceased, one island nation emerged as the most important player in getting critical components to factories around the world. That was Taiwan, which produces 90 percent of the world’s advan ... Show More
43m 5s
Jul 3
The Geopolitical Fight Over Huawei w/ Yangyang Cheng
Paris Marx is joined by Yangyang Cheng to discuss how Huawei became one of the most powerful companies in China and how current geopolitical narratives distract from the issues at the heart of surveillance capitalism in the US and China.Yangyang Cheng is a Research Scholar in Law ... Show More
54m 5s
Sep 29
China Has Mass. Can America Catch Up?
Ben, Marc, and Erik Torenberg are joined by Brian Schimpf, Cofounder & CEO of Anduril, and Chris Power, Founder & CEO of Hadrian. Together, they dig into America’s defense production gap: why the U.S. can out-innovate but not out-produce—and what it will take to turn that around. ... Show More
56m 21s
Aug 2024
The US-China ‘cat and mouse game’
The Japanese operator of 7-Eleven is discussing ways to defend itself against a takeover bid by Canada’s Alimentation Couche-Tard, Chinese export controls on crucial semiconductor materials are starting to hit supply chains, and the fintech company Klarna plans to axe almost half ... Show More
11m 48s
May 2025
Patrick McGee on the Apple-China Toxic Nexus and Where India Stands
From Steve Jobs’s design obsession to Cold War-like entanglements in China, Apple’s supply chain story is as much geopolitical as it is operational. In this episode of The Morning Brief, hosts Anirban Chowdhury and Dia Rekhi speak with Financial Times’ lead Apple reporter, journa ... Show More
40m 7s
Sep 1
Calibrating China Ties - Indonesia
Indonesia has been trying to find its footing as a major international player over the past decade. These efforts include trying to deepen investment and trade relationships with the People's Republic of China while skirting around differences over territorial claims and addressi ... Show More
39m 10s
Aug 28
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into China’s explosive innovation across AI and EVs, the rise of open-source models, lessons for U.S. competitiveness, the real story on tar ... Show More
1h 6m
Nov 2024
Taiwan’s China problem
As Taiwan’s president Lai Ching-te embarks on his first international tour, we explore this delicate moment for an island that China still claims as a rogue province. Will China really try to reclaim Taiwan? And how would the island – and its allies – go about its defence? Andrew ... Show More
32m 57s