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Do we have the same concerns with Samsung being nestled so close to the mainland and North Korea? I myself don't imagine they'd do so well without US support ei
by jimmont 5y ago
Do we have the same concerns with Samsung being nestled so close to the mainland and North Korea? I myself don't imagine they'd do so well without US support either. If we're talking geopolitics, if Taiwan falls then frankly I expect Korea, part/all of Japan and the Philippines are next. If that impacts those foundries then I'd be curious how to regard former and current TSMC management's comments at that point in time/circumstance.
- dirtyid 5y agoThey have explicit US security commitment. Which potentially constrains how much US can respond in TW crisis. Roping in US assets in JP or SKR for TW defense will come with extreme costs. It's a risk US wants to mitigate, hence talk about reshoring entire supply chain even if extremely difficult.