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Trisell | 3 years ago

Engrish is my first language....

discuss

order

thyrsus|3 years ago

I'm confused: do you think China would be more likely to take Taiwan if it saw that nexus of economic leverage starting to diffuse?

Trisell|3 years ago

No. I think the CCP wants Taiwan indifferent of it being an economic powerhouse, or a broken 3rd world island. Failure to integrate Taiwan has been a stain on the CCP system, and it's not a system that can afford any stains.

All I'm pointing out is should Taiwan be invaded, TSMC stands to be in a position to receive a significant infusion of government cash to bring that fab online ASAP. And once that FAB is completed the systemic risk of China to TSMC evaporates, and at that point I believe that TSMC goes to the moon.