3 ms·
Why would China annexing Taiwan have any direct effect on TSMC ? I'd imagine they would be happy to have TSMC still selling to NVidia, Apple and AMD, and there
by HarHarVeryFunny 1y ago
Why would China annexing Taiwan have any direct effect on TSMC ?
I'd imagine they would be happy to have TSMC still selling to NVidia, Apple and AMD, and therefore a powerful lever in case of future US export controls/etc.
- adgjlsfhk1 1y agobecause even without deliberate sabotage a war in Taiwan would shut TSMC down for at least a decade. Changing the toilet paper supplier can drop yield by 20% until they sort it out. How do you think a warzone will affect it?
- HarHarVeryFunny 1y agoTSMC built a fab in Arizona that in 2 years was up and running delivering chips to Apple, so it doesn't take that long ... Obviously a protracted or nasty war would have a severe impact, but it's hard to see why China would want to harm TSMC, even if worse case for US they stopped them from exporting.
- adgjlsfhk1 1y agoyou're assuming way less action from the US than there would actually be. it's not about the exports, it's about the supply chain to supply a fab. they need euv machines, wafers, thousands of specifically sourced chemicals etc. it's not about what China wants, it's just not feasible to operate a fab in a warzone