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Yes, and if China invades Taiwan, those noncompetes are going out the window and/ or the plant is getting nationalized


TSMC really screwed thesmelves with that deal honestly.


I would say as a company having an extra foundry in a less earthquake prone part of the world is a good idea to keep the company alive in the case of a major disaster.


well TSMC actually winning on this one because TSMC have another fabs if china invade taiwan

and for taiwan, US has pledged to its security in case of invasion would defend no matter what


> US has pledged to its security in case of invasion would defend no matter what

Maybe with TSMC building chips in the US, that'll be one less reason for the US to defend Taiwan.


This. And it's certainly an argument that has not escaped China (nor Taiwan). If there is a "loser", that's Taiwan.


nope, US would not give an inch of taiwan in case of invasion

we talking about geo politic here. if china attack taiwan so would be north korea (this is their best chance)

for south korea and japan this is their existensial crisis, having china and north korea close to their home even for a kilometer is basically death sentence

You cant forget also US literally spends billions of dollar to keep balance of power in Europe,Middle-East and Africa

do you think US would ignore Asia where 30+-% world trade and resources happen??? you dnt need expert to figure it out


> US has pledged to its security in case of invasion would defend no matter what

by borrowing 155mm shells from South Korea? cute.


Invasion of Taiwan and deterrence of it hangs on non-land-war stuff.




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