No single country can make an advanced AI chip alone. Japan supplies the chemicals, the Netherlands the machines, America the designs, South Korea the memory and Taiwan the manufacturing. China controls the metals. That spread is what makes the chip war so hard to win, and so risky to lose.
The video explains how the supply chain fits together and what a war over Taiwan would cost.
Credits: Photo from the US State Department (public domain). Satellite imagery contains modified Copernicus Sentinel data 2026. Map data © OpenStreetMap contributors.