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I think it a testament to the collectively perceived value of semiconductors. I'm saying IMO no matter where in the world the fabs were that place would be a mi
by ysofunny 3y ago
I think it a testament to the collectively perceived value of semiconductors. I'm saying IMO no matter where in the world the fabs were that place would be a military hotspot. the miltary hotspotness will follow the top of the line fabs
additionally, I take it as evidence of the perceived value that people gone to great lengths to avoid widespread proliferation of this techniques because scarcity is a value amplifier. so by keeping it scarce its value increases.
so if I'm correct, if/when there are multiple comparable fabs in multiple parts of the world the geopolitical risks should go down in taiwan
finally, having typed it out, I feel my whole argument is wrong...
- hnfong 3y ago> I think it a testament to the collectively perceived value of semiconductors. Taiwan has been a subject to threat of invasion for a long time before TSMC was a thing. A short while ago Intel had the best fabs and CPU chips. Nobody thought another country invading USA was plausible. > so if I'm correct, if/when there are multiple comparable fabs in multiple parts of the world the geopolitical risks should go down in taiwan No. Taiwan has for decades been a point of geopolitical tension between powers around in Pacific (which currently is US and China). The existence of TSMC makes the rest of the world care more (or scared more), but the PRC isn't just going to give up its decades long goal of taking over Taiwan because there's another TSMC somewhere else (or even in mainland China).
- raccoonDivider 3y agoThe US might have less incentive to support Taiwan though. They've never really committed to defending it.
- babypuncher 3y agoI feel like it would be a lot harder for China's military to target a fab in landlocked Arizona than one in an island nation 100 miles off the coast of Xiamen.