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East Asian IC supply chains in general, PRC/TW/JP/SKR accounts for ~75% of global IC capacity. Losing TSMC in war over TW will set the world back 1-2 nodes and
by dirtyid 5y ago
East Asian IC supply chains in general, PRC/TW/JP/SKR accounts for ~75% of global IC capacity. Losing TSMC in war over TW will set the world back 1-2 nodes and ~10 years. Having expansive regional war (i.e. US trying to defend TW from JP/SKR bases) that knocks out the regions semi will set world back decades of capex. It's almost like MAD for semiconductors until enough gets reshored away from east asia.