TSMC expects to survive as a corporation by diversifying the locations of their manufacturing. The cost of a product against amortization cost of new facilities will be higher no doubt. But the ability to source similar cost automation and resources is likely the same.
>Although China has never made a full-blown attempt to seize Taiwan and dismantle its rival once and for all, fears of a Chinese invasion have increased in recent years, especially since Taiwan became an extremely important strategic asset thanks to TSMC's cutting-edge fabs.
Taiwan inevitably falls. Diversification out of taiwan and divestment of china toward smic will make taiwan's value to defend ever decreasing. China's analysts are looking at the cost-benefit and evaluating whether or not the world ultimately defends Taiwan or gives it up. November will be a big decider on this. https://asia.nikkei.com/Politics/U.S.-elections-2024/Would-a...
China is suddenly wanting Trump to win, lets be realistic.
>Although China has never made a full-blown attempt to seize Taiwan and dismantle its rival once and for all, fears of a Chinese invasion have increased in recent years, especially since Taiwan became an extremely important strategic asset thanks to TSMC's cutting-edge fabs.
Taiwan inevitably falls. Diversification out of taiwan and divestment of china toward smic will make taiwan's value to defend ever decreasing. China's analysts are looking at the cost-benefit and evaluating whether or not the world ultimately defends Taiwan or gives it up. November will be a big decider on this. https://asia.nikkei.com/Politics/U.S.-elections-2024/Would-a...
China is suddenly wanting Trump to win, lets be realistic.