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TSMC is building a huge fab here in America. It's a couple/few years out, but that would do a lot to alleviate this risk. And it could be rushed if it were prio
by Trisell 4y ago
TSMC is building a huge fab here in America. It's a couple/few years out, but that would do a lot to alleviate this risk. And it could be rushed if it were prioritized as an American National Security Project.
https://topics.amcham.com.tw/2022/08/tsmc-prepares-american-engineers-for-its-first-u-s-fab/ https://topics.amcham.com.tw/2022/08/tsmc-prepares-american-...
- hprotagonist 4y agos/elevate/alleviate i think.
- Trisell 4y agoEngrish is my first language....
- thyrsus 4y agoI'm confused: do you think China would be more likely to take Taiwan if it saw that nexus of economic leverage starting to diffuse?
- Trisell 4y agoNo. I think the CCP wants Taiwan indifferent of it being an economic powerhouse, or a broken 3rd world island. Failure to integrate Taiwan has been a stain on the CCP system, and it's not a system that can afford any stains. All I'm pointing out is should Taiwan be invaded, TSMC stands to be in a position to receive a significant infusion of government cash to bring that fab online ASAP. And once that FAB is completed the systemic risk of China to TSMC evaporates, and at that point I believe that TSMC goes to the moon.
- nicoburns 4y agoThe fab TSMC is building in America is such a small amount of their volume as to make almost no difference. And it won’t even be a leading node by the time it’s built.
- fbdab103 4y agoYou can still get a lot done with a 5,7,10,14,etc nm node.