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I think China strategy will be to slowly copy TSMC, starting from funding the universities around Shanghai, luring Taiwan nationals with higher salaries, and al
by Shorel 5y ago
I 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.