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> We’re shifting into a nationalist (possibly kleptocratic) economic footing. From that point of view, it is probably in TSMC's best interest to not hand over
by fransje26 2y ago
> We’re shifting into a nationalist (possibly kleptocratic) economic footing.
From that point of view, it is probably in TSMC's best interest to not hand over their IP..
- JumpCrisscross 2y ago> it is probably in TSMC's best interest to not hand over their IP Absolutely not. TSMC, ironically, can outlast Trump. Unfortunately, Taipei may not be able to.
- s1artibartfast 2y agoRobert Wright has been making the related observation that chip export controls to China are making the invasion of Taiwan much more likely. In a world where TSMC supplied China, at least the PRC would suffer economically from the US/ROC bombing the fabs. With the PRC forced to mainland its own fabs, that leverage goes away.
- gscott 2y agoExcept that the Taiwan machines can be turned off remotely by the manufacturer.
- s1artibartfast 2y agoI don't see how that matters. Bomb them or turn them off, it is only acts as a disincentive for China if they are reliant on Taiwanese chips. Forcing China to develop domestic production makes invasion more likely.
- gscott 2y agoChina gets around the sanctions by having non sanctioned Chinese companies buy the machines, setup across the street from the sanctioned company and the send wafers back and forth using a conveyor belt over the street. The sanctions are more of a bump in the road then a full halt.