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not really. the US cares a lot more about Taiwan if they are making the chips for the US. a sizable part of Taiwan's national defense strategy is to have a bene
by adgjlsfhk1 4y ago
not really. the US cares a lot more about Taiwan if they are making the chips for the US. a sizable part of Taiwan's national defense strategy is to have a benevolent monopoly on cutting edge chip production so their allies think it's worth it to fight a war with China if necessary.
- kube-system 4y agoYes, that is the current state. I was entertaining a future scenario above. TSMC is currently building more capacity outside of Taiwan, and the US is making investments that will likely continue this.
- AYBABTME 4y agoBut they're not doing investments that will entirely replace Taiwan's relevance. The bulk of their top tier technology will remain in Taiwan, and I would be very surprised to see that change. Moving some production to the US to alleviate worst-case scenarios for Washington, yes, but moving enough that Taiwan's defense becomes irrelevant? I really don't think so. I mean, if you were TSMC's CEO/Board, knowing full well that your country of birth is highly dependent on your presence for its defense posture, would you do allow this to change?