Lisa Su Visits China and Taiwan - Domino Theory
dominotheory.com
Lisa Su's diplomatic swing through China and Taiwan reveals how semiconductor supply chains are a real-world game of Prisoner's Dilemma — every player's move forces everyone else's hand.
Domino TheorySupply Chain InterdependencyPrisoner's DilemmaGeopolitical Risk
Theory Briefing
- AMD CEO Lisa Su visited both China and Taiwan, navigating geopolitical fault lines that now run directly through chip supply chains.
- A Taiwanese packaging executive told Domino Theory that tightness in the advanced packaging market is forcing firms into high-stakes interdependency.
- Su's tour illustrates how a single chokepoint — like advanced packaging — can cascade into industry-wide shortages, a classic domino-effect supply chain risk.