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There is a lot more to unpack here than the author addresses in terms of a 91-year-old founder complex process of saying goodbye to his and Taiwan’s semiconduct
by svnt 4y ago
There is a lot more to unpack here than the author addresses in terms of a 91-year-old founder complex process of saying goodbye to his and Taiwan’s semiconductor supremacy in a politically tenable way.
From a global perspective, allowing one geopolitically contested island nation be the intellectual and physical home of the most advanced semiconductor manufacturing on the planet is not a good outcome.
The global progression seems to have been something like: minimal trade -> increasing trade -> increased specialization -> emergence of SPOFs -> redistribution/redundancy (we are here)
It seems pretty healthy, but it means the SPOFs will lose their statuses as the center of their respective worlds.