TSMC, the semiconductor chokepoint, and China's EUV prototype
January 5, 2026Posted by Federico Ulfo
TSMC
TSMC produce 90% of the world semi, from Nvidia GPUs, to iPhone chips, cars chips, and even defense systems. An invasion could halt production causing an economic shock. Everyone needs those chips for now, this might change, according Reuters, China built a prototype extreme ultraviolet lithography (EUV) machine in Shenzhen https://x.com/Megatron_ron/status/2001637940988899683. Everyone is starting to build their or chip fab.
These interesting blog posts from SemiAnalysis.com can shine some light on TMSC:
- Semi Analysis - TSMC Overseas Fabs – A Success? https://newsletter.semianalysis.com/p/tsmc-overseas-fabs-a-success
- Semi Analysis - Why America Will Lose Semiconductors https://newsletter.semianalysis.com/p/why-america-will-lose-semiconductors?utm_source=publication-search
- Equity Analysis - TSMC: The Silent War for Global Dominance is Being Fought HERE, https://substack.com/home/post/p-167371968