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While I completely agree, there might be something else, i.e. the elephant in the room. While having TSMC factories in the USA is great for everyone, it's not i
by benterix 3y ago
While I completely agree, there might be something else, i.e. the elephant in the room. While having TSMC factories in the USA is great for everyone, it's not ideal for Taiwan as a state. Therefore it's in the best interest of Taiwan to prolong the current situation where the whole world depends on TSMC factories located in Taiwan, and not anywhere else.
- m00x 3y agoTSMC Taiwan is keeping their leading-edge nodes in Taiwan with a 3-4 year delay, which appeased the Taiwanese public/officials. The bigger issue is that China might catch up to TSMC USA fabrication by the time that they actually start fabbing due to all these delays and China will have a superior chip capacity, making the defense aspect completely moot.
- Georgelemental 3y ago> Making the defense aspect completely moot The biggest defense aspect (for the US) is preserving supply in the face of a Chinese invasion of Taiwan, not beating China in chip capacity?