Taiwan After the DeepSeek Shock
The announcement of DeepSeek has sent shockwaves through Silicon Valley, Wall Street, and Washington, intensifying the U.S.-China rivalry in the “compute power is national power” race for AI supremacy.
Responding to Trump on Taiwan’s Semiconductors and “Protection Fee”
It’s possible that industrial policy will shift to something else in the next few years, but whatever it is, the US should look deeper into the systemic origins of its manufacturing malaise.