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Taiwan's strategic importance to semiconductors will fade in 18 months due to US chip production growth.

Market News
17 May 2026
Mohd Haider
View Source
Bullish
pluang ai news

Venture capitalist Chamath Palihapitiya predicts Taiwan will lose its critical strategic role in semiconductor supply within 18 months as the US rapidly expands its domestic chip manufacturing capabilities. He highlighted that US fabs are nearing the technological edge Taiwan currently holds, reducing Taiwan's leverage. This shift is supported by increased chip production in US facilities like TSMC's Arizona plant and China's semiconductor investments. Palihapitiya also suggested selling advanced chips to China to let Nvidia dominate rather than Huawei, reflecting changing geopolitical and tech dynamics.

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