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Brian Moore's avatar

I think the game theory on TSMC is that (entirely understandable) anti-Taiwan-getting-invaded sentiment at the company means that they are not actually that motivated to getting a critical mass of chip fabrication up and running in other countries. Having TSMC-owned small, perhaps-not-that-productive plants in Japan or Arizona (due to those lazy Americans, tsk tsk) is a great way to tie yourself to those strategic partners "we're in this together, no need to build your own chip plants, look at all these nice jobs we're providing domestically, but you know, wouldn't it suck if anything ever bad happened to the key Taiwanese leadership and work ethics?" but without ever getting to the point where domestic factions (in US or J) can say: "hey wait, we can build all the chips we want here, why do we need to defend Taiwan again?"

I feel like this is the math:

Ukraine :: post-Soviet nuclear arsenal :: Russia

Taiwan :: critical chip production :: China

Zvi Mowshowitz's avatar

I removed a comment that appeared to be an advertisement for hacking services. Not cool. Warning only this time, will ban or report if it happens again.

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