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Across all industries? The supply chain is looking, and TSMC isn't the only fab in Taiwan. It would also impact car production, factory machinery production,

Across all industries? The supply chain is looking, and TSMC isn't the only fab in Taiwan. It would also impact car production, factory machinery production, solar panel production, PC production, medical device production, etc... And all of this happening across almost all industries simultaneously? That's not a recession event - that's a depression event.

tester756 4y ago
would it actually impact those? why would (non-autonomous) car need state of art chips?
- to11mtm 4y ago
  Well TSMC does do the 'state of the art' yes. I'm guessing they have some less modern stuff. Maybe. But. BUT. UMC is kinda an unsung player here to some extent. They are another Taiwanese Fab, and do a lot of the older process stuff. I'm guessing that whatever plans Taiwan's government has for TSMC Facilities in a Kobayashi Maru scenario with China, UMC probably gets some version of it as well. Lets also assume that if things get to that state with Taiwan/China, at minimal we'd probably have a larger embargo against China (another source of such chips) and there's a possibility of trade disruption with other Asian players like South Korea.