Part 8/11:
However, Nvidia's and TSMC's strong financial positions suggest that core R&D efforts may remain unaffected in the long run. Hans argues that this decoupling aligns with a broader pattern seen with Huawei’s 5G technology—geopolitical restrictions tend to lead to technological bifurcation, with each side developing independent yet competitive ecosystems.
Global Ramifications and Security Concerns
The potential for a bifurcated tech landscape raises strategic questions. Countries worldwide must decide whether to buy cheaper Chinese chips, risking backdoors and security vulnerabilities, or to stick with Western technology, which might be safer but more expensive.