The US has come to rely on importing critical technologies and intermediate inputs in semiconductors and other advanced industries, creating strategic vulnerability particularly because high-end semiconductor manufacturing is concentrated in Taiwan, which is geographically vulnerable to China.

factualpending

Speaker

Jim Milstein

Evidence Quote

semiconductor manufacturing is mostly being done particularly at the high end in a strategically vulnerable country uh across the straits of China from China in Taiwan

Source

Jim Millstein on the Massive Risks of Any 'Mar-a-Lago Accord' | Odd LotsBloomberg Podcasts
Created: 8/11/2026, 7:46:27 AM

My Notes

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