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Your link says that they are also chasing ASML. And if they invade Taiwan, it will take the rest of the world a couple of years to replace TSMC, regardless of A
by layer8 2y ago
Your link says that they are also chasing ASML. And if they invade Taiwan, it will take the rest of the world a couple of years to replace TSMC, regardless of ASML.
- mullingitover 2y agoThey might be chasing, but I haven't seen anything showing that they're even close to the same time zone as ASML right now. It seems like China invading Taiwan doesn't make any strategic sense until they have a serious alternative to ASML. If they invade they'll never lay eyes on ASML hardware again. However, if they have their own serious domestic ASML competitor, plus a bunch of domestic foundries that could pick up TSMC's orders after an invasion, they have the world over a barrel.