Re: Suppose China just Blows up TSMC and never tries to take Taiwan
The FAB stooges are focused on just 5% of the semiconductor global market.
Not every 5% is the same, obviously.
China is altering that equation with 5g and 6g... They are looking to build supercomputer backbones into the network capacity so the smartphone can be a lot less smart and a lot cheaper if the network does the heavy lifting.
What a waste of a supercomputer, unless your goal is to watch the movements, listen to the words, and pick apart the minds of every one of 1.1 billion people in some kind of mother of all AIs.
I agree TSMC is at risk - and that general is a blowhard who I hope got a spanking. But I don't think the equipment there NOW at TSCM is the be all and end all. It goes out of date pretty quick. In the long run it is the people involved who have the potential, if allowed and offered resources and motivation, that make the magic.