1. TSMC expands semiconductor production in the U.S. and Japan with government subsidies, facing challenges like construction delays and labor shortages in the U.S.; 2. Geopolitical tensions drive TSMC to diversify manufacturing bases to mitigate supply chain risks; 3. Japan's efficient subsidy distribution contrasts with U.S. bureaucratic hurdles, reflecting how state support shapes global chip industry dynamics.

1. The article analyzes the US-China semiconductor competition and its impact on global supply chains; 2. It highlights geopolitical tensions and export control measures affecting technology leadership; 3. Discusses long-term implications for innovation and economic security in both nations.

1. The US intensifies export restrictions on Huawei and SMIC to limit access to advanced chipmaking technology; 2. New measures may disrupt global supply chains and escalate tech rivalry; 3. China's semiconductor self-sufficiency efforts could accelerate, potentially reshaping global tech landscapes.

1. Japan maintains strengths in semiconductor materials and manufacturing equipment but faces competition from South Korea and Taiwan; 2. Geopolitical tensions and supply chain vulnerabilities challenge Japan's market position; 3. Opportunities exist through R&D advancements, international partnerships, and government investments to regain leadership.

1. Peter Wennink, former CEO of ASML, predicts the US-China 'Chip War' could last for decades. 2. Wennink emphasizes ASML's long-term presence and commitment in China. 3. The US government's export restrictions on China have impacted ASML's operations.