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A comment on TSMC looks to double down on U.S. chip factories as talks in Europe falter. Parent comment

Re:TSMC looks to double down on U.S. chip factories as talks... by refenestrator on Friday May 14, 2021 @10:00PM (#27161604)
The TSMC chip bottleneck makes it a red line for the US and China knows that. They're patient, no need to do it in a time period when it guarantees maximum blowback.
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Re:TSMC looks to double down on U.S. chip factories as talks... by kragen on Friday May 14, 2021 @11:00PM (#27161925)
On the other hand, the US has been aggressively escalating the TSMC conflict with targeted attacks on the PRC's nuclear and supercomputing capabilities: https://arstechnica.com/tech-policy/2021/04/us-adds-chinese-... and semiconductor fabrication has been a key technology for several five-year plans. So the PRC's patience may run out sooner than you think.
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Re:TSMC looks to double down on U.S. chip factories as talks... by refenestrator on Friday May 14, 2021 @11:47PM (#27162166)
Way better ROI to invest in more capabilities than engage in a zero-sum conflict which will inevitably trash the fabs in Taiwan anyways.

Those trade restrictions just galvanize the Chinese to develop the capabilities themselves. And their system doesn't create a need for a big splashy foreign conflict to sell to the hogs for votes. They're more capable of making the smart play than we are.

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Re:TSMC looks to double down on U.S. chip factories as talks... by kragen on Saturday May 15, 2021 @12:08AM (#27162267)
Chinese reunification seems unlikely to trash the fabs in Taiwan.
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