Taiwan’s ‘silicon shield’ is cracking as US-China chip war rages

In a recent appearance at the New York Times Dealbook conference, Nvidia CEO Jensen Huang said there are dozens of well-funded companies in China trying to build their own GPUs as an alternative to Nvidia’s now that the US trade rules mean its best GPUs are not available in the country.

For China, these restrictions are an annoyance. But for Taiwan, this is a much bigger problem.

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