Venture capitalist Chamath Palihapitiya said Taiwan will cease to be a critical strategic flashpoint within 18 months, pointing to rapid U.S. domestic semiconductor expansion as the key driver.
“I kind of know we’re 18 months from Taiwan not being an important moment of conversation the way it is today,” Palihapitiya said, speaking on the All-In Podcast episode that aired on Friday.
The comments come alongside President Donald Trump, who, following his Beijing summit with Chinese President Xi Jinping, signaled neutrality on Taiwan’s security, declining to guarantee U.S. military backing while urging restraint from both sides.
Domestic Fabs Erode Taiwan’s Leverage
“We are probably one to two nanometers away from being able to do what we need Taiwan to strategically do for us,” the Sri Lankan-born Canadian-American added.
Speaking on Taiwan’s role, fellow panelist David Friedberg said that as both the U.S. and China expand independent semiconductor fabrication capacity, with Huawei leading a multibillion-dollar push in mainland China and Taiwan Semiconductor Manufacturing Co.‘s (NYSE:TSM) Arizona facility already producing chips, which diminishes Taiwan’s strategic importance to both sides gradually.
Sell The Chips, Let Nvidia Win
On export controls, Palihapitiya was direct, saying advanced chips should be sold to China. “The more important thing is let Jensen win. I’d rather he win than Huawei win,” he said, arguing that Chinese AI models have already matched U.S. capabilities without top-tier silicon from Nvidia Corp. (NASDAQ:NVDA).
In the same podcast episode, Salesforce Inc. (NYSE:CRM) CEO Marc Benioff disclosed his plans to spend about $300 million on Anthropic’s AI this year, mainly for coding, calling the startup “a rocket ship that will not stop.”
Photo Courtesy: Shutterstock
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Recent Comments