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Near the end of the article, Steve Blanks is quoted... Alternatively, Beijing may seek to negotiate with or coerce Taipei (or both) in order to allow China sol
by mastry 5y ago
Near the end of the article, Steve Blanks is quoted...
Alternatively, Beijing may seek to negotiate with or coerce Taipei (or both) in order to allow China sole access to TSMC and block chip exports to the United States, thereby securing China’s own supply while crippling American industry.
But earlier in the article it's mentioned that the US effectively has a "kill switch" on TSMC (by cutting off key supplies needed to fabricate semiconductors). If this is true, then the scenario presented by Blanks seems unlikely -- or am I missing some detail?
- kposehn 5y agoYou aren’t missing any detail from what I understand. A core focus of US national security this decade is securing chip fabrication capability that is not endangered by global supply chain disruptions - or making the cost of the disruption unreasonably high to the disruptor.
- taurath 5y agoMutually assured unproductivity seems like the setup for the next bond plot.
- Shorel 5y agoI think China strategy will be to slowly copy TSMC, starting from funding the universities around Shanghai, luring Taiwan nationals with higher salaries, and also try to copy the supply chain, however long that process will take. Only after they have their own microprocessor industry, can they risk publicly invading Taiwan, and dealing with the retaliatory crippling of TSMC by supplying the rest of the supply chain. It is a long and risky strategy. Who knows... We will know in about 15-20 years.