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I wonder what the situation with production capacity is. I suspect TSMC will build a fab here and there that might suffice to make enough to supply the military
by MrBuddyCasino 5y ago
I wonder what the situation with production capacity is. I suspect TSMC will build a fab here and there that might suffice to make enough to supply the military, but not for anything else. Large sectors of the economy would still be cut off from chip supply, and we've seen how that went with the car industry.
If PRC would conquer TW, they would not have an incentive to stop chip exports I think. Too much mutual dependency with the trade partners, and the party does not like domestic instability - unemployment would be unwelcome. Would TW blow up the factories though? It is said they can do this with a press of a button.
> EU/US/JP all have sticks like tech sanctions of supply chains TSMC relies on
Wouldn't that be self-sabotage? TSMC is in the strong position, everyone wants capacity, they have it. Intel and Samsung can't compete on the latest nodes.