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The geopolitical bit is that TSMC is building local US and EU fabs in case of a Taiwan invasion. Once those are up and Intel becomes redundant the ad hoc subsid
by moffkalast 2y ago
The geopolitical bit is that TSMC is building local US and EU fabs in case of a Taiwan invasion. Once those are up and Intel becomes redundant the ad hoc subsidies might just dry up.
- davidw 2y agoSure, but "is building" could be very far from "is able to smoothly switch production if the main plants and some/many of the associated people are war casualties"
- hakfoo 2y agoI have to wonder if a TSMC-owned fab in Phoenix is still a different geopolitical risk factor than an Intel-owned one. It reduces the deterrence factor of the TSMC facilities on Taiwan: if they get damaged or sabotaged during an invasion, the entire industry doesn't get blown back to 2010. But now I'm imagining they'd have a board of directors having to meet overseas and claim their legitimacy to trading partners, almost like the "governments in exile" during wars.