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This is likely door-in-face technique to coerce TSMC into opening an advanced fab in US, something TSMC rejected last month for good reason. TSMC fabs forces US
by dirtyid 7y ago
This is likely door-in-face technique to coerce TSMC into opening an advanced fab in US, something TSMC rejected last month for good reason. TSMC fabs forces US to serve as security guarantor since they're integral to US military supply chains. There's zero chance TSMC is going to stop doing business with China, or those plants would be craters. Everyone knows this. US has other nuclear option like banning Huawei from dollar trading before something as mutually destructive as wiping TSMC off the face of the map.
- fgonzag 7y agoExactly, this is complete crazy talk by the US goverment and they know they don't have the tools to enforce such a ban. TSMC is part owned by the Taiwanese goverment. The US is literally asking the Taiwanese people to throw away their only bargaining chip as a sovereign nation. The moment TSMC opens a factory in the US/Europe, both of those countries stakes in the sovereignty of Taiwan drop down to 0. If china takes over Taiwan the US will simply nationalize the American factory and be done with it. TSMC would probably rather lose the whole American market and live off SEA/Europe, than having their government overthrown by China.