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My point is that if China is starved of semiconductors, China is going to try to make it so for the US as well. Yes, I know the US still has Intel and Micron bu
by senttoschool 3y ago
My point is that if China is starved of semiconductors, China is going to try to make it so for the US as well. Yes, I know the US still has Intel and Micron but TSMC is significantly more valuable.
- nradov 3y agoThe US has some exposure there, but steps are being taken to both strengthen Taiwan's defenses and build more domestic semiconductor manufacturing capacity. China still doesn't have enough amphibious lift capacity to really take Taiwan, but they could wreck it with long-range strikes. https://www.defensenews.com/pentagon/2022/09/06/us-approves-11-billion-taiwan-arms-sale/ https://www.defensenews.com/pentagon/2022/09/06/us-approves-... https://www.pwc.com/us/en/library/chips-act.html https://www.pwc.com/us/en/library/chips-act.html