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I think smart move for them here would be to buy them now, before they finish building fabs in Arizona - TSMC value will skyrocket after those factories are ope
by 988747 5y ago
I think smart move for them here would be to buy them now, before they finish building fabs in Arizona - TSMC value will skyrocket after those factories are operational and getting the yields similar to Taiwanese ones.
- bllguo 5y agolike the parent said, this is moot. TSMC is not for sale, for reasons of geopolitics and Taiwanese national security. it is Taiwan's biggest bargaining chip
- rasz 5y agoHow about Taiwan then? maybe Apple could buy whole nation :)
- akmarinov 5y agoYeah the Arizona factory isn’t going to come anywhere near the Taiwanese one by any metric. It’s just for show to make the american government feel a bit better about the huge national security risk that not having capabilities to manufacture chips is.
- gwright 5y ago> It’s just for show > the huge national security risk Which is it? I'm not up to speed on the details of the factory but on the surface ensuring local fab capabilities seems like a reasonably justified national security concern.
- bllguo 5y agofrom a US perspective it is clearly a natsec concern, but Taiwan understands pretty much their whole value as an entity to the US is TSMC. As long as they depend on the US, they have to walk a fine line of giving enough away so that the US continues to protect them, but not so much that the US does not care to defend Taiwan anymore