I've heard there was a plan to move TSMC and it's Taimanese workforce to
Mexico or Costa Rica.
Brent
On 1/25/2024 12:50 PM, John Clark wrote:
What is the most important company in the world? I think it's the
Taiwan chipmaker TSMC because it manufactures 90% of the world's most
advanced microchips and if they were to cease operations, or even if
two or three of their largest factories were destroyed, there would be
a worldwide depression. Warren Buffett has said " /TSMC is one of the
best-managed companies and important companies in the world, there's
no one in the chip industry that's in TSMC's league"/. Nevertheless,
Buffett recently sold all his shares in TSMC because "/I don't like
their location/".
Some say the reason China wants Taijuan so badly is so they can get
their hands on TSMC, but others say that would be foolish because if
they use military force the factories would likely be destroyed,
either in the fighting or by the Taiwanese themselves to avoid them
falling into Chinese hands. And even if they remained intact
there would be such a huge brain drain nobody would be around to
operate them. And even if they could find the people the Chinese would
be cut off from foreign semiconductor equipment suppliers that they
need,like Applied Materials, Tokyo Electron, and above all ASML. Not
to mention the fact that the Taiwanese don't design chips, they just
manufacture them. So invading Taiwan would harm the Chinese
economyjust as much as it would harm the rest of the world, however
history has shown that just because something is stupid does not mean
a country won't do it, look at Putin's invasion
of Ukraine.Incidentally an invasion of Taiwan by the Chinese would be
one of the few things that would delay, but not prevent, the Singularity.
John K Clark See what's on my new list at Extropolis
<https://groups.google.com/g/extropolis>
sqw
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