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TSMC to make advanced AI semiconductors in Japan

apnews.com

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Re: TSMC to make advanced AI semiconductors in Japan

#3

Isn’t this an erosion of the silicon shield Taiwan is protected by? If they make semiconductors everywhere else then the world has less economic incentive to protect Taiwan from war.

Yes, it is. The unfortunate reality is that western societies care more about TSMC than Taiwan, and they’re hedging their bets this way.

Re: TSMC to make advanced AI semiconductors in Japan

#4

Isn’t this an erosion of the silicon shield Taiwan is protected by? If they make semiconductors everywhere else then the world has less economic incentive to protect Taiwan from war.

The world won’t allow a dependence on a single geopolitically threatened entity in the long run, so either they defuse that risk themselves or risk a competitor filling that role. This move is better for TSMC itself.

Re: TSMC to make advanced AI semiconductors in Japan

#5

Isn’t this an erosion of the silicon shield Taiwan is protected by? If they make semiconductors everywhere else then the world has less economic incentive to protect Taiwan from war.

Who would protect Taiwan anymore? I have my doubts that any prior defense agreement would be upheld today.

Re: TSMC to make advanced AI semiconductors in Japan

#6

Isn’t this an erosion of the silicon shield Taiwan is protected by? If they make semiconductors everywhere else then the world has less economic incentive to protect Taiwan from war.

No. To get to Taiwan, Mainland Taiwan first has to go through China, the ocean, and Taiwan. They’ll be fine without anyone else’s help.

Re: TSMC to make advanced AI semiconductors in Japan

#7

Isn’t this an erosion of the silicon shield Taiwan is protected by? If they make semiconductors everywhere else then the world has less economic incentive to protect Taiwan from war.

Who would protect Taiwan anymore? I have my doubts that any prior defense agreement would be upheld today.

What defense agreements?

Re: TSMC to make advanced AI semiconductors in Japan

#8

Isn’t this an erosion of the silicon shield Taiwan is protected by? If they make semiconductors everywhere else then the world has less economic incentive to protect Taiwan from war.

America doesn't defend taiwan for its semiconductors - it's all american IP anyways. They defend it for the same reason they defend japan and Phillipines - to control the pacific "frontier" these three countries form before guam. Typically against China, but they would do the same nonetheless.

Re: TSMC to make advanced AI semiconductors in Japan

#9

Isn’t this an erosion of the silicon shield Taiwan is protected by? If they make semiconductors everywhere else then the world has less economic incentive to protect Taiwan from war.

But why should the world depend on a single country or entity? Everything should be diversified.
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