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because 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% un
by adgjlsfhk1 1y ago
because 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