3 ms·
From the article: "However, Liu said that it is "economically unrealistic" for all countries to "onshore" additional chip production, warning that this could l
by throwaway4good 6y ago
From the article:
"However, Liu said that it is "economically unrealistic" for all countries to "onshore" additional chip production, warning that this could lead to more unprofitable capacity."
Well. The world is clearly not listening to that. So the question is how the business of chip manufactoring will look in 2 or 3 years?
- simonh 6y agoHe may well be right, but concerns about supply chain security might make it worthwhile for countries to subsidise capacity that would not otherwise be economically viable.
- throwaway4good 6y agoIt makes sense for China to overinvest in national chip manufactoring due to sanctions. However for the west, of which Taiwan here is a part of, it is very risky. If the west no longer supplies China's chip market, it would need significant less chip manufactoring capacity.
- cwhiz 6y agoIf the west can’t supply China, the west should ban Chinese imports.
- nindalf 6y agoYou assume there would be malice involved. Even today TSMC prioritises some customers (Apple) over others (car manufacturers). In a future Taiwan that is a part of China, TSMC might have a new pecking order where Huawei is at the top and now Apple is chip constrained. You'd ban all Chinese imports unless one Chinese company rewrites it's contracts? Of course not.
- cwhiz 6y agoWith China there will unequivocally be malice.