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TSMC still requires inputs from global supply chains to function, so doesn't matter of PRC captures it intact, disassembles fabs and reshores on mainland. US ca
by dirtyid 6y ago
TSMC still requires inputs from global supply chains to function, so doesn't matter of PRC captures it intact, disassembles fabs and reshores on mainland. US can sanction down the supply chain to kill fabs anyway. In the meantime, it's a source for uncomfortable détente between US/CN/TW.
If CN were forced to move in 10/15 year timescale is "quarantining" Taiwan as summarized in another recent Greer article: All Measures Short of a Cross Straits Invasion [0], and hold access to TSMC hostage. Essentially PRC can blockade TW ports and airspace and exploit period where TSMC production still has substantial leverage, and I can see uncomfortable détente continuing to ensure continued supply of chips.
[0] https://scholars-stage.blogspot.com/2021/03/all-measures-short-of-cross-straits.html https://scholars-stage.blogspot.com/2021/03/all-measures-sho...