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1) China rattles the sabre until everyone is uncomfortable with the world depending on TSMC, increasing economic uncertainty 2) Other countries build chip foun
by gnu8 5y ago
1) China rattles the sabre until everyone is uncomfortable with the world depending on TSMC, increasing economic uncertainty
2) Other countries build chip foundries to capitalize on the uncertainty
3) The risk of China provoking world war by reclaiming control over Taiwan reduces to an acceptable level, and they take over
4) No one cares because the supply of iPhones and Alexas is not disrupted
- tibbydudeza 5y ago4D Chess moves.
- ineedasername 5y agoI don't doubt they will see that as a sort of consolation prize, but world discomfort isn't just with chip fabs. I don't think China would deliberately allow this course of action only for Taiwan. That's not much to get in exchange for being the power of being world's industrial bottle neck. My guess is that they see this sort of diversification from reliance on China as inevitable. They resist it of course (see 5G equipment in Europe) but their investments throughout the rest of the world paint a picture of supporting developing nations economically to the point that as they grow & prosper, they grow into client states of China.