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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
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.