2 ms·
Again, this narrative doesn't align with the facts. Suppose TSMC never existed. USA would still be totally economically dependent on China in 2022. If USA decl
by pphysch 5y ago
Again, this narrative doesn't align with the facts.
Suppose TSMC never existed. USA would still be totally economically dependent on China in 2022. If USA declares war on China, USA will have an acute economic crisis within weeks due to half a trillion $ in missing imports. This has nothing to do with chips from TSMC.
The geopolitical leverage of TSMC is vastly overstated by people who get their geopolitics from geopolitical non-experts like Zeihan and Stratechery.