Steve Yates
speaker
1,090 appearances
8 recordings
3 series
first heard Feb 2026
last heard 12 Sep
Steve Yates’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 8 in all, peaking in Sep 2026 with 1.
Appearances
And a lot of our ecosystems are completely dependent on that as part of our supply chain.
But those leading enterprises are also investing in manufacturing in the United States.
The Taiwan Semiconductor Manufacturing Company is one of the most famous.
It is among the most wealthy companies on the planet.
It is a huge chunk of Taiwan's gross domestic product right now and one of the reasons they have.
the fourth largest or fifth most valued stock exchange in the world.
But they have a huge footprint in the state of Arizona.
They have an ecosystem that's in other states.
There are other big semiconductor manufacturing companies in Taiwan that aren't as big as TSMC, but are also developing manufacturing in the United States.
And what that does is it creates people who are vested in that in America.
And I think that's dulled a little bit of the urgency of we need to sort of penalize Taiwan or bring all of this here now.
I think there's also been a recognition that semiconductors aren't the only thing that ties us to a national interest in this part of that first island chain being a priority national interest of the United States.
I think there was sort of this escapism dream that if but for the semiconductors, we could wash our hands of this Taiwan thing and then we could get along with China and things might be okay.
Well, solution might be too long a bridge, but I think the United States would have no choice but to intervene.
I think we would intervene at a distance.
It wouldn't involve so-called boots on the ground, the overused trope of recent military analysis.
I think among the reasons is that I think for Japan will certainly be involved as they see this increasingly as a core national interest of theirs.
And because it's not just about that island, it's not just about dealing with China.
And so for those many factors, I think the US will be involved.
The question is, do we hit targets on the mainland?
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