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I appreciate the deep cut. I definitely do not follow companies internally closely enough to see this coming. > (samsung or tsmc) both within a 500 mile radiu
by mcint 3y ago
I appreciate the deep cut. I definitely do not follow companies internally closely enough to see this coming.
> (samsung or tsmc) both within a 500 mile radius circle in the south china sea.
Within 500 mile radius of great power competitor, perhaps. The closest points on mainland Taiwan and Korea are 700 miles apart. Fabs about 1000 miles, by my loose reckoning.
- hencoappel 3y agoA 500 mile radius circle has a diameter of 1000 miles, so you're both correct.
- mcint 3y agoHa, silly of me, quite right. Not exactly what comes to mind when drawing circles to include a city 2/3 south down Taiwan, and 2/3 north up RoK, but fair point.