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What would be the result of the 100% tariff? Making the imports more expensive OR buying even more tech from China. The second one sounds like the worst possib
by catlikesshrimp 2y ago
What would be the result of the 100% tariff? Making the imports more expensive OR buying even more tech from China.
The second one sounds like the worst possible result I can Imagine.
Stablishing the packaging plant in the US sounds like the best option. The US would be copying what China does, but much better than partnering with a US company in the fab space. Technology transfer is unacceptable for Taiwan's survival (geopolitics)
- wmf 2y agoWhen it comes to chips, China doesn't have what the market wants. Most TSMC customers would just pay the tariff while some would switch to Samsung Foundry.
- DeepCope 2y ago74% of the semiconductor market is <7nm, which China can produce, so China can serve the majority of the market. Only 26% of semiconductor market is less than 7nm. https://www.counterpointresearch.com/insight/infographic-q1-2024-semiconductors-foundry-smartphone-ap-share https://www.counterpointresearch.com/insight/infographic-q1-...