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TSMC’s dominance poses risks to the global economy

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Re: TSMC’s dominance poses risks to the global economy

#3
While the world wouldn't grind to a complete halt without Taiwan, they are a (the?) major player in high end chips.

While not 100% watching it I feel as though ChinaUS relations have whole strategies around Taiwan.

Of course, if war over Taiwan breaks out, I plan to hit up my local computer shop, preferably within the hour.

Re: TSMC’s dominance poses risks to the global economy

#4

While the world wouldn't grind to a complete halt without Taiwan, they are a (the?) major player in high end chips. While not 100% watching it I feel as though China US relations have whole strategies around Taiwan. Of course, if war over Taiwan breaks out, I plan to hit up my local computer shop, preferably within the hour.

The only other players are Samsung and Intel at this point I think.

Re: TSMC’s dominance poses risks to the global economy

#5

While the world wouldn't grind to a complete halt without Taiwan, they are a (the?) major player in high end chips. While not 100% watching it I feel as though China US relations have whole strategies around Taiwan. Of course, if war over Taiwan breaks out, I plan to hit up my local computer shop, preferably within the hour.

I think if there is a U.S. China war over Taiwan we have larger issues.

Re: TSMC’s dominance poses risks to the global economy

#6

While the world wouldn't grind to a complete halt without Taiwan, they are a (the?) major player in high end chips. While not 100% watching it I feel as though China US relations have whole strategies around Taiwan. Of course, if war over Taiwan breaks out, I plan to hit up my local computer shop, preferably within the hour.

> Of course, if war over Taiwan breaks out, I plan to hit up my local computer shop, preferably within the hour.

You will hit up your local draft station instead.

Even if an immediate retaliation would not not happen, it will within years.

Re: TSMC’s dominance poses risks to the global economy

#7
post #4

While the world wouldn't grind to a complete halt without Taiwan, they are a (the?) major player in high end chips. While not 100% watching it I feel as though China US relations have whole strategies around Taiwan. Of course, if war over Taiwan breaks out, I plan to hit up my local computer shop, preferably within the hour.

The only other players are Samsung and Intel at this point I think.

Do Samsung have their own Fabs?

Re: TSMC’s dominance poses risks to the global economy

#9
post #7
post #4

Earlier quoted context omitted.

The only other players are Samsung and Intel at this point I think.

Do Samsung have their own Fabs?

They have, but every fab on the planet relies on Taiwanese supplies for one thing, or another.

Re: TSMC’s dominance poses risks to the global economy

#10

While the world wouldn't grind to a complete halt without Taiwan, they are a (the?) major player in high end chips. While not 100% watching it I feel as though China US relations have whole strategies around Taiwan. Of course, if war over Taiwan breaks out, I plan to hit up my local computer shop, preferably within the hour.

China will not attempt to invade Taiwan (at least not now).

But the threat of invasion will be continued to played up in US politics in order to support increased military spending and aggressive industrial policies towards US allies (in particular Taiwan but also South Korea).

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