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I've heard the "TSMC self-destruct" story a lot, but I haven't found a source. All I can find are people repeating the claim. Is there a source anywhere?
by colejohnson66 4y ago
I've heard the "TSMC self-destruct" story a lot, but I haven't found a source. All I can find are people repeating the claim. Is there a source anywhere?
- dirtyid 4y agoIt's been internet meme for few years when TSMC node lead was evident, and recently someone at US Army War College picked up on concept and wrote a paper suggesting TW should blow up their own fabs to deter PRC invasion when PRC had eyes on invading TW before semiconductors even existed. I guess TW media saw this as serious traction and pushed some articles basically saying "leave TSMC alone". The idea is flawed because preserving TSMC is the only barginning chip for TW, especially post war reconstruction. It's the difference between rebuilding from a advanced/developed economy to rebuilding from a agrarian one. Even with chip act and all the expansion on going, TW is projected to hold onto 90% of advanced node production for a while. It's not in TW/US interest to burn this. Nor PRC but direction of profits and reliant industry means it affects west more. Imagine being the TW leadership asking to be evacuated to US for protection after destroying supply chains of US companies worth trillions. Guessing in 5-10 years when PRC has semi sufficient domestic production, even if a few nodes behind, the meme will be PRC will preemptively destroy TSMC to make TW less desirable to protect.