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> Geopolitically this makes a lot of sense. Geopolitically it makes no sense. What exactly do they expect any much changing from thus move other than Samsung
by baybal2 5y ago
> Geopolitically this makes a lot of sense.
Geopolitically it makes no sense.
What exactly do they expect any much changing from thus move other than Samsung getting even more desperate, and Korea possibly moving closer to China if the next Korean president will be a gullible populist (which is now a close probability.)
A lion share of high tech manufacturing happens in Taiwan-SK-Japan triangle, all within walking distance from China, and reachable by their nuclear weapons.
The whole of semiconductor industry is %60-%70 Taiwanese play with leading fab suppliers manufacturers often being single vendor, and in Taiwan.
If something happens to Taiwan, the entire semi supply chain globally stops, as happens every time after a major earthquake there.
- emmelaich 5y ago> If something happens to Taiwan, the entire semi supply chain globally stops Sounds like you're arguing in favour? Also, Koreans will prefer ties with Japan, Taiwan, USA, over China. I'm pretty sure.
- baybal2 5y agoI'm arguing that the public discourse is guided by misguided, technically illiterate opinion. A single, or two, to three, to six fabs will change very little to the fact the industry is permanently anchored in Asia, and Taiwan. Even a $50B cheque to the leading manufacturer will not amount to "buying the industry," but just handing a monopoly to one company.
- Dah00n 5y ago>reachable by their nuclear weapons. Nothing on earth does not fall in that category.
- baybal2 5y agoBeing reachable by ICBMs which are in hundreds, hard to hide, and easily trackable, vs regular theatre level ballistic missiles which are in thousands make a big difference.
- ylyn 5y ago> if the next Korean president will be a gullible populist (which is now a close probability.) Is it? Anti-CCP sentiment is super high in Korea now. And it seems like the right-wing parties are capitalising on that.