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TSMC’s dominance poses risks to the global economy

wsj.com

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

#51

Post by Koiwai »

inglor_cz wrote: post #34
newswasboring wrote: post #19

Earlier quoted context omitted.

Here is another one. World relies on only one relatively obscure dutch company for its EUV lithography equipment. For DUV the market is divided between 3 players two in japan and the aforementioned one. Apps market for semiconductors is also cornered by two companies. This whole space has consolidated in last decade or so. Everyone wants to have full control over their supply chain, so everyone is trying to buy their…

The Netherlands are not located just next to a hostile military power, though.

Could you elaborate more on "hostile military power"? what exactly is that "hostile military power" in TSMC's circumstance?

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

#52

Post by inglor_cz »

Koiwai wrote: post #51
inglor_cz wrote: post #34

Earlier quoted context omitted.

The Netherlands are not located just next to a hostile military power, though.

Could you elaborate more on "hostile military power"? what exactly is that "hostile military power" in TSMC's circumstance?

Are you trolling? China.

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

#53

Post by Koiwai »

qwerty456127 wrote: post #45
LatteLazy wrote: post #36

Earlier quoted context omitted.

I support recognising Taiwan. But doing so won't make it any more secure.

The Taiwan government would probably welcome some US military/naval bases.

Wake up, dude, look up "Operation PBSuccess".

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

#54

Post by Koiwai »

LatteLazy wrote: post #48
qwerty456127 wrote: post #45

Earlier quoted context omitted.

The Taiwan government would probably welcome some US military/naval bases.

Yeah. There is an airbase I think? The US took it over from Japan but I'm not sure its really used... I think if I were Taiwan, it would be US bases or we leave the NPT and build some warheads...

No, sold them some old F-16s though.

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

#55

Post by Koiwai »

inglor_cz wrote: post #52
Koiwai wrote: post #51

Earlier quoted context omitted.

Could you elaborate more on "hostile military power"? what exactly is that "hostile military power" in TSMC's circumstance?

Are you trolling? China.

Could you elaborate more on why China is a hostile military power?

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

#56

Post by inglor_cz »

Koiwai wrote: post #55
inglor_cz wrote: post #52

Earlier quoted context omitted.

Are you trolling? China.

Could you elaborate more on why China is a hostile military power?

The very question indicates that we live in different universes, and in your China never threatens Taiwan with violent reattachment nor plays provocation games with military jets.

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

#57

Post by nicoburns »

greenforer wrote: post #44
nicoburns wrote: post #43

Earlier quoted context omitted.

If it's so profitable, why can't you take the hit on the higher tax rate?

You could, but profit still needs to be larger than real interest rate. Also, in that circumstance you like would invest it in Taiwan, as it would give higher returns

Sounds like you've just discovered an excellent argument against free movement of capital.

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

#58

Post by gambiting »

chx wrote: post #42
skhr0680 wrote: post #24

Earlier quoted context omitted.

The solution is to collectively, clearly, and politely tell the Communist Party of China to get fked. A lot of companies will lose money and a lot of things will get expensive, but it’s either rip the bandaid off now or amputate a limb later. Does the world have the courage to do it?

The world didn't tell Russia to get fked when they occupied Crimea and started a shadow war with Ukraine. There is a very simple way of telling a country to revert course: deem their passports no longer valid. Fundamentally, the right to move between countries is provided by the International Covenant on Civil and Political Rights Article 12 which says "Everyone shall be free to leave any country, including his own"…

I doubt it would have been the same if Crimea(or Ukraine in general) had the world leading chip manufacturer on their territory. Unfortunately other powerful countries had little reason to care about it, outside of some sense of duty or agreements which were signed decades ago and no one really felt like enforcing.

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

#59

Post by robgibbons »

Koiwai wrote: post #46
epberry wrote: post #18

Earlier quoted context omitted.

South Korea is not 100 miles from China and has a massive US military presence. This article is about the very real danger that China invades Taiwan - which it has already stated it wants to do (in case the military flyovers were not convincing) - and cuts off the world from the best silicon.

I'd like to remind you, TSMC's most famous clients, Apple, Qualcomm, NVIDIA, AMD, happens to be US companies, IF what you said really happens, basically China gets a steaming pile with barely any use.

China is doing everything it can to create a domestic chip industry, even going so far as to poach TSMC engineers to support SMIC. To suggest that they have no domestic use for TSMC and its products is ignoring reality.

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

#60

Post by robgibbons »

qwerty456127 wrote: post #47

By the way, does the mainland China have the technologies to produce the chips Taiwan does too?

Not at the level that TSMC does. TSMC gets their lithographic machines from ASML, which leads the industry by a large margin. So far, China has not been able to acquire its most cutting-edge machines. They are currently relegated to using older fab generations.
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