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

Re:TSMC looks to double down on U.S. chip factories as talks... by baybal2 on Saturday May 15, 2021 @04:13AM (#27163398)

> Geopolitically this makes a lot of sense.

Geopolitically it makes no sense.

What exactly do they expect any much changing from thus move other than Samsung getting even more desperate, and Korea possibly moving closer to China if the next Korean president will be a gullible populist (which is now a close probability.)

A lion share of high tech manufacturing happens in Taiwan-SK-Japan triangle, all within walking distance from China, and reachable by their nuclear weapons.

The whole of semiconductor industry is %60-%70 Taiwanese play with leading fab suppliers manufacturers often being single vendor, and in Taiwan.

If something happens to Taiwan, the entire semi supply chain globally stops, as happens every time after a major earthquake there.

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Re:TSMC looks to double down on U.S. chip factories as talks... by Dah00n on Saturday May 15, 2021 @04:35AM (#27163486)

>reachable by their nuclear weapons.

Nothing on earth does not fall in that category.

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Re:TSMC looks to double down on U.S. chip factories as talks... by baybal2 on Saturday May 15, 2021 @04:40AM (#27163505)

Being reachable by ICBMs which are in hundreds, hard to hide, and easily trackable, vs regular theatre level ballistic missiles which are in thousands make a big difference.

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Re:TSMC looks to double down on U.S. chip factories as talks... by emmelaich on Saturday May 15, 2021 @04:24AM (#27163434)

> If something happens to Taiwan, the entire semi supply chain globally stops

Sounds like you're arguing in favour?

Also, Koreans will prefer ties with Japan, Taiwan, USA, over China. I'm pretty sure.

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Re:TSMC looks to double down on U.S. chip factories as talks... by baybal2 on Saturday May 15, 2021 @04:31AM (#27163463)

I'm arguing that the public discourse is guided by misguided, technically illiterate opinion.

A single, or two, to three, to six fabs will change very little to the fact the industry is permanently anchored in Asia, and Taiwan.

Even a $50B cheque to the leading manufacturer will not amount to "buying the industry," but just handing a monopoly to one company.

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Re:TSMC looks to double down on U.S. chip factories as talks... by ylyn on Saturday May 15, 2021 @05:01AM (#27163593)

> if the next Korean president will be a gullible populist (which is now a close probability.)

Is it? Anti-CCP sentiment is super high in Korea now. And it seems like the right-wing parties are capitalising on that.

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Re:TSMC looks to double down on U.S. chip factories as talks... by baybal2 on Saturday May 15, 2021 @05:27AM (#27163703)

The right is also pro-business. Lowering heat on China in exchange for concessions for Korean business is what I am afraid.

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Re:TSMC looks to double down on U.S. chip factories as talks... by elefanten on Saturday May 15, 2021 @09:30AM (#27165035)

Lots of business to pursue without scaring your military allies and feeding the ravenous dragon on your front porch.

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