4 ms·
TSMC being essentially exclusive to Taiwan when it comes to leading edge nodes is paramount to the national security of Taiwan there is no way that the Taiwanes
by dogma1138 4y ago
TSMC being essentially exclusive to Taiwan when it comes to leading edge nodes is paramount to the national security of Taiwan there is no way that the Taiwanese government would allow them to diversify.
TSMC is has been teasing both the US and the EU but they aren’t going to move anything substantial out of Taiwan.
- albertopv 4y agoASML is essential to chip manufacturing and it's european, what about EU restricting exports for security reasons if Taiwan do the same? I don't think chip factories will save Taiwan from chinese war, too much nationalism fueled by communist party and too weak economy in long term.
- dogma1138 4y agoThey very much serve as a trip wire defense. Taiwan famously has a scorched earth policy in regards to its own industry and they will physically destroy manufacturing plants and IP if they’ll ever be invaded. This is done to both deter China and to push the west put their support behind Taiwan. So there is zero analogy to ASML, Zeiss and a few other European players that are critical to the SC industry.
- albertopv 4y agoI think one day or another China will attack Taiwan anyway, scorched earth policy or west support (which to an island will be extremely difficult) are irrelevant, and so is Taiwan tech export policy.