Overview

• Chinese semiconductor leaders met in Beijing to discuss the impact of TSMC's reduced services for Chinese clients.
• TSMC's decision comes as the U.S. imposes new sanctions, highlighting geopolitical challenges under a potential Trump administration.
• China's semiconductor sector remains optimistic about growth in advanced semiconductors and AI, driven by its large market potential.
• Chinese companies are investing in local manufacturing to mitigate supply chain risks exacerbated by U.S. sanctions.
• International collaboration, particularly with South Korea, is seen as a potential avenue for growth in China's semiconductor industry.