3 ms·

>Total TSMC capacity is at around 70-80%. I specifically distinguished Taiwan on island capacity vs TSMC global capacity in my prior reply. Taiwan TSMC fabs pr

>Total TSMC capacity is at around 70-80%. I specifically distinguished Taiwan on island capacity vs TSMC global capacity in my prior reply. Taiwan TSMC fabs producing cutting edge fabrication is at 100% capacity. Taiwan is the specific topic of this post which is why I offer the differentiation. As for the rest of your reply, we can agree to disagree. Have a good day.

aurareturn 2y ago
I specifically distinguished Taiwan on island capacity vs TSMC global capacity in my prior reply. Taiwan TSMC fabs producing cutting edge fabrication is at 100% capacity. Taiwan is the specific topic of this post which is why I offer the differentiation. Well yea, the most cutting edge node such as N3 are pre-sold and in high demand. It doesn't make your statement about banning Chinese companies from using TSMC fabs having no effect on revenue right. That's just divorced from basic supply and demand economics.
- frankacter 2y ago
  >That's just divorced from basic supply and demand economics. Myopic views of demand assuming unlimited supply and no consideration to political and long term economical independence from a neighboring authoritarian communist regime pointing nuclear weapons at you threatening forced unification is divorced from reality. Short term sales never negate long term consequences of golden handcuffs at the cost of freedom and democracy.
  - aurareturn 2y ago
    Myopic views of demand assuming unlimited supply and no consideration to political and long term economical independence from a neighboring authoritarian communist regime pointing nuclear weapons at you threatening forced unification is divorced from reality. So are you admitting that not banning a market just as big as the US from using TSMC would increase TSMC's revenue? If so, that's a good first step. The fact that you think more demand doesn't increase revenue is just mind boggling. Short term sales never negate long term consequences of golden handcuffs at the cost of freedom and democracy. This has nothing to do with freedom and democracy. It has everything to do with the US wanting increase its competitiveness in high tech over China. It's all socioeconomics. In my opinion, the US just wants to use Taiwan to suppress China. It doesn't actually care about Taiwan and its people. Trump seems to make it very clear.

aurareturn 2y ago

I specifically distinguished Taiwan on island capacity vs TSMC global capacity in my prior reply. Taiwan TSMC fabs producing cutting edge fabrication is at 100% capacity. Taiwan is the specific topic of this post which is why I offer the differentiation. Well yea, the most cutting edge node such as N3 are pre-sold and in high demand. It doesn't make your statement about banning Chinese companies from using TSMC fabs having no effect on revenue right. That's just divorced from basic supply and demand economics.

frankacter 2y ago
>That's just divorced from basic supply and demand economics. Myopic views of demand assuming unlimited supply and no consideration to political and long term economical independence from a neighboring authoritarian communist regime pointing nuclear weapons at you threatening forced unification is divorced from reality. Short term sales never negate long term consequences of golden handcuffs at the cost of freedom and democracy.
- aurareturn 2y ago
  Myopic views of demand assuming unlimited supply and no consideration to political and long term economical independence from a neighboring authoritarian communist regime pointing nuclear weapons at you threatening forced unification is divorced from reality. So are you admitting that not banning a market just as big as the US from using TSMC would increase TSMC's revenue? If so, that's a good first step. The fact that you think more demand doesn't increase revenue is just mind boggling. Short term sales never negate long term consequences of golden handcuffs at the cost of freedom and democracy. This has nothing to do with freedom and democracy. It has everything to do with the US wanting increase its competitiveness in high tech over China. It's all socioeconomics. In my opinion, the US just wants to use Taiwan to suppress China. It doesn't actually care about Taiwan and its people. Trump seems to make it very clear.