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TSMC is also a bit more geographically diverse than a lot of people assume. Their largest fabs are split between three different cities in Taiwan, so a fire isn
by wtallis 6y ago
TSMC is also a bit more geographically diverse than a lot of people assume. Their largest fabs are split between three different cities in Taiwan, so a fire isn't going to knock them all offline. And their smaller or less-advanced fabs include several more locations. So it's not quite like the semiconductor industry has put all their eggs in one basket, even for leading-edge logic nodes.
- jacquesm 6y agoFrom a geo-political perspective Taiwan is one basket, and not the strongest basket either.