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.
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.
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.
TSMC is a perfectly fine company. Let them do their thing intel!
https://youtu.be/XHgyD6UesJo?feature=shared&t=94
https://stratechery.com/?s=intel
They were talking about this in 2013
https://stratechery.com/2013/the-intel-opportunity/
Motorola GE Boeing
The list goes on…
also stratechery had few articles over the years
It's when there is a huge exit barrier that companies get away with all sorts of garbage.