561–570 of 761 posts
If that is the cost of keeping the value within the western economies, we should pay. Plain and simple. I'd even argue it's cheap.
Cheap? 20% increase in cost of BoM equals at least ~100% increase for customer. Would you pay twice for AMD components? What would market do?
Earlier quoted context omitted.
The thing about autocracies, there is nobody to stop an obviously wrong decision (for example, Russian invasion of Ukraine).
Yes, because in Western democracies we were very successful at stopping invasions such as Iraq x2, Afghanistan, Vietnam, Korea, etc.
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This is not an easy inference. For this inference to be true , you have to know how much of the expense goes to salaries . Also, you have to give credit to tsmc to be world class which enables them to control prices, it may not translate across industries
Its a pretty easy inference for anyone who has mfg experience. The amount you pay per worker versus the quality of work you get back is STARKLY different between US and Taiwanese companies.
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Ah yes, Taiwán - that famously stable nation with no existential threats to its very existence. I don’t think this is an “if” situation, but rather a “when”. There is no question in my mind - it’s simply too attractive to China. It may not come through all out war, but they will eventually claim what they feel is theirs. They operate on much more manageable time scales.
What is interesting is if the world is not that reliant on Taiwan chips anymore would China really care that much about Taiwan?
It's also political: China hates that there's a Western-style democracy full of "Chinese rebels" on an island 80 miles from their doorstep. They also don't like the cozy relationship between the Taiwanese and US militaries.
Earlier quoted context omitted.
China is not interested in Taiwan for the chips. They want it back since they believe Taiwan is part of China.
Taiwan also believes they are (part of) China
If that is the cost of keeping the value within the western economies, we should pay. Plain and simple. I'd even argue it's cheap.
If that is the cost of keeping the value within the western economies, we should pay. Plain and simple. I'd even argue it's cheap.
Cheap? 20% increase in cost of BoM equals at least ~100% increase for customer. Would you pay twice for AMD components? What would market do?