Massive news. One cannot shake the idea that Taiwan is playing all the cards it can to protect it from invasion. This is one; ingratiating itself within the core of American production.
Yes that's my take as well. It might be TSMC trying to survive, and America trying to deprive themselves of a future war to defend TSMC or China's inevitable taking of TSMC.
I don't see how it helps Taiwan that much, but perhaps it makes it less attractive to China to take if TSMC can move.
I think it's a good example of why monopolies and vendor lock-ins are bad. Essentially when there IS choice, people will go to the better option, and the market leader, if they don't keep pace, people will move if they can.
It's when there is a huge exit barrier that companies get away with all sorts of garbage.
24 comments:
Massive news. One cannot shake the idea that Taiwan is playing all the cards it can to protect it from invasion. This is one; ingratiating itself within the core of American production.
Why would this help Taiwan stave off China's advance? Arguably, this makes it more likely.
Yes that's my take as well. It might be TSMC trying to survive, and America trying to deprive themselves of a future war to defend TSMC or China's inevitable taking of TSMC.
I don't see how it helps Taiwan that much, but perhaps it makes it less attractive to China to take if TSMC can move.
> perhaps it makes it less attractive to China
Taiwan's semiconductor industry is literally not even a factor that plays into China's wish to reunify. It won't make a lick of difference.
It makes it more likely that the US responds in kind to an invasion.
Why? US would have the ability to make advanced chips inside the US. Why would the US be more likely to respond?
This reminds me of Adventure Time where Finn (US Government) tells a goose and a fox to "now kiss":
https://youtu.be/XHgyD6UesJo?feature=shared&t=94
Oh god no please, no
TSMC is a perfectly fine company. Let them do their thing intel!
TSMC has a lot if joint ventures like this. They are quite good at cross contaminating with their own fabs.
Don’t you mean cross-pollination?
That's definitely a better term. Thanks!
Is there like a book or podcast on Intel’s downfall? As a 90s kid it seems unthinkable to me Intel would be dethroned so swiftly.
Stratechery does an OUTSTANDING job covering Intel, TSMC, and chips.
https://stratechery.com/?s=intel
They were talking about this in 2013
https://stratechery.com/2013/the-intel-opportunity/
Its happened before to any company that focuses too hard on short term profits and gets too comfortable.
Motorola GE Boeing
The list goes on…
Chip War by Chris Miller is a great read, although not specifically Intel.
asianometry on YT
also stratechery had few articles over the years
Asianometry rules. As someone who works in semiconductor research and manufacturing, his videos are crazy good.
As another 90s kid feels like there is some lesson here on how few things last forever
I think it's a good example of why monopolies and vendor lock-ins are bad. Essentially when there IS choice, people will go to the better option, and the market leader, if they don't keep pace, people will move if they can.
It's when there is a huge exit barrier that companies get away with all sorts of garbage.
Microsoft is doing just fine, for now... maybe Copilot will be the beginning of the end for them.
Earlier: https://news.ycombinator.com/item?id=43573980
Is there not a more strict rule on dupes on this site, I've seen this numerous times.
Mostly, but some repeat offenders just don't seem to care.
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