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TSMC is strategic for Taiwan. This is a big part of what makes them 'useful' and worth protecting. On the other hand the US (and Japan, and others) seem to hav
by mytailorisrich 4y ago
TSMC is strategic for Taiwan. This is a big part of what makes them 'useful' and worth protecting.
On the other hand the US (and Japan, and others) seem to have decided that it is time to hedge their bets.
A lot of the action in semiconductors right now is geostrategic.
- ideamotor 4y agoHow much their being worth protecting is causally protecting them? I suspect we have the same concern - that Taiwan is more likely to be subsumed if their products can be sourced elsewhere - but I don’t know if this is valid.
- crumpled 4y agoI think "One China" is about a lot of things beyond commerce. States do have an interest in protecting their trading partners, insofar as it's still a good deal. And the poorer the country, the lower the fruit for a hungry invader.
- Rapzid 4y agoLots of hedging all around. For instance TSMC building out advanced fabs in USA and Europe is good for everyone.