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Luke James Social Links Navigation Contributor Luke James is a freelance writer and journalist. Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.
Blessedman This is why it is so important to move as much of their facilities to the US. Reply
mangaTom Blessedman said: This is why it is so important to move as much of their facilities to the US. And give up their leverage on the US and the rest of the world in general? Nah, Taiwan would be stupid to do that. If the US wants to protect their best interests and their access to bleeding edge semi-conductors and electronics, then either they'd protect and defend Taiwan with all their might or develop and establish their own industry independent from Taiwan(just like what China is trying to do). Much better allocation of resources than what they're trying to do against Venezuela. Reply
Notton Don't worry, I'm sure the Department of War will produce an AI video of a man dropping poop on China. Reply
zsydeepsky it would be fun if in the end mangaTom said: And give up their leverage on the US and the rest of the world in general? Nah, Taiwan would be stupid to do that. If the US wants to protect their best interests and their access to bleeding edge semi-conductors and electronics, then either they'd protect and defend Taiwan with all their might or develop and establish their own industry independent from Taiwan(just like what China is trying to do). Much better allocation of resources than what they're trying to do against Venezuela. yep, totally agree. I was always amazed how Taiwan might hijack two most powerful nations on the brink of an annihilation war. I would even say that…at this point, Beijing would willingly (though probably not verbally) help the US to dismantle TSMC. The world would be much more peaceful when China & the US both reached their semiconductor independence. Reply
ivan_vy TSMC need to be in the bleeding edge for its survival, as long as US an China are behind, Taiwan survival is essential for the world's tech Reply
shady28 ivan_vy said: TSMC need to be in the bleeding edge for its survival, as long as US an China are behind, Taiwan survival is essential for the world's tech That is exactly their entire strategy. If all Taiwan made were bananas, nobody would care. Taiwan does Fabs like their lives depend on it – because they do. Necessity is the mother of invention. But all that said, this merely highlights why US companies need to diversify away from China in general and have significant high tech chip production capabilities locally (which, at this point, between Intel and Samsung we do). The main things the US is now lacking are mundane discrete components, packaging facilities, and substrate / wafer production. All 3 of those are being developed though. Meanwhile Taiwan is worried about producing other things: https://www.msn.com/en-us/news/world/taiwan-targets-blood-bag-production-as-china-steps-up-pressure/ar-AA1GQtQW Reply
wwenze1 Both sides agree there's one China, they just don't agree whether the capital is Beijing or Taipei Maybe we should ask the people who migrated who they want to be their master Reply
oicu812 wwenze1 said: Maybe we should ask the people who migrated who they want to be their master Not China and not the US. They rather determine their own fate like all other countries. Reply
usertests oicu812 said: Not China and not the US. They rather determine their own fate like all other countries. ZUqSNbJuGOw Reply
Tanakoi mangaTom said: If the US wants to protect their best interests and their access to bleeding edge semi-conductors and electronics, then either they'd protect and defend Taiwan with all their might or develop and establish their own industry independent from Taiwan. We're doing both. Welcome to 2025. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/china-posts-photo-of-taiwans-chip-hub-in-political-message#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.