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I guess TSMC isn't based in the US in any meaningful way. Good for them.


You'd think the ROC/PRC situation might make them cautious about wandering into the middle of a US/PRC pissing match though.


The US is in no position to mess with TSMC. None.


The US is Taiwan's biggest supporter. The US could theoretically really flex some muscle here, since Taiwan essentially depends on the US for defense.


And go to who? Samsung is the only real competitor


In theory, Intel


Intel can barely keep up with manufacturing their own chips, and have nearly lost to AMD


Hence, "in theory"


The US is in no position to mess with TSMC. None.

I strongly agree.

To elaborate, for all the naysayers:

In the early days everyone built their own fabs. Jerry Sanders famously quipped "real men have fabs". But no more. Jerry's company, AMD, doesn't have fabs. Neither do most companies.

TSMC is vitally important to the USA and to the rest of the free world. The fact that Taiwan is so close to mainland China is of enormous strategic significance.

TSMC is the largest silicon "arms dealer" to the entire world.


No position? You realize TSMC makes stuff for Apple, right? Saying that are in no position to mess with them is a bit of an overstatement.


If you force TSMC to make a choice they might decide to cut Apple off.




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