Chip Wars: AI Hardware Dominance Has Geopolitical Risks
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The global race to build powerful AI chips could impact geopolitics and security as the US and China compete for dominance.
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Taiwan currently leads chip manufacturing, concerning given tensions over its independence, with potential to disrupt global supply chains.
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Raw materials and production processes like EUV lithography create bottlenecks and reliance on single companies.
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Chip factories are being built outside Asia to reduce over-reliance, but could take years to meaningfully impact supplies.
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Beyond hardware, AI will amplify threats like deepfakes and disinformation, requiring new regulations and global cooperation.