AI & Tech
Taiwan Has Only Three Weeks of Energy Reserves Risking Global Chip Supply
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"The island of Taiwan has less than 3 weeks of energy reserves. That should just put a chill in everybody's spine, right? Because the blockade, after 3 weeks, the island browns out. When you turn off a fab, it doesn't come back on for 90 days. The economic impact of a brownout of Taiwan is greater than the Great Depression."
Pat Gelsinger warns that Taiwan's semiconductor manufacturing infrastructure is critically vulnerable, with only three weeks of energy reserves. A Chinese blockade could cause a brownout that would take 90 days to recover from, with economic consequences exceeding the Great Depression. China has already blockaded the Taiwan Straits seven times in the past four years.
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