Cherney: US chip designers have no contingency plan for Taiwan disruption
Max Cherney · Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast · Jun 26, 2026 · at 53:11
Max Cherney, chip reporter at Reuters, discusses geopolitical vulnerability surrounding TSMC and the lack of contingency planning across US semiconductor companies.
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“Chip companies, the design companies in the US do not plan for this. The contingency plan, excuse me, is something along the lines of like, well, we're all kind of screwed if China invades, which, OK, but like, there's no real plan there.”
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