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What is likelier is China actually succeeding in matching TSMC's capabilities and duplicate the entire west tech ecosystem completely. Anyone who still looks at
by rapsey 2y ago
What is likelier is China actually succeeding in matching TSMC's capabilities and duplicate the entire west tech ecosystem completely. Anyone who still looks at China as a producer of cheap crap is a decade behind. Their STEM workforce dwarfs the west, they have the means, the ability and will to utilize every trick in the book (like spying). Taiwan and China are not like South and North Korea. They can lure engineers from Taiwan to work for them.
- glenstein 2y agoI think it's a why not both situation. China is aggressively modernizing their chip manufacturing capabilities, it's nevertheless extremely hard, and their ambitions to absorb Taiwan and TSMC's capabilities into their economic industrial and military ambitions would serve to compliment their efforts
- rapsey 2y agoIf they can replicate them within a decade why bother with an extremely costly war.
- glenstein 2y agoBecause they can't and I wasn't suggesting they could. It could simultaneously be the case that they can make some degree of forward progress that falls well short of replicating the capabilities of TSMC.