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> The idea that China could build an alternative to TSMC instead of trying to take it apparently doesn't compute. The author does point out that it will take y
by sbmthakur 6y ago
> The idea that China could build an alternative to TSMC instead of trying to take it apparently doesn't compute.
The author does point out that it will take years for any new replacement to reach TMSC's capacity.
- rbecker 6y agoTime flies, and China has proven it's willing to stand behind investments for 'years'.