[neonihil]

Poor Taiwanese people... their security insurance has just been cancelled.

I wonder how many days after the first successful batches of chips coming out of the Arizona fab will China invade Taiwan.

I do hope not, but realistically: with high-end chips being made on US soil, the US will have very little interest in protecting Taiwan, apart from maybe blocking China from also acquiring the tech.

[enkid]

The US has supported Taiwan's defense long before chips were made there. It's unlikely this fundamentally changes Taiwan's defensive position.

[rapsey]

One plant does not change the game that much. You still need TSMC to keep working on whatever the next tech will be as well as all their current production in Taiwan which is fully booked.

[lkbm]

I agree that it's not a simple plant opens => China invades, but this does feel like we're starting to see the dominos line up.

If it's about talent, it's a lot easier to quickly import people than to import a massive fab plant, and I assume we'll be building talent (either domestic or imported) as we build out the related infrastructure and industry.

It would certainly be disruptive, but I assume part of the US's drive is to reduce dependency on Taiwan, and consequently exposure to the threat of China.

If the US stops caring about Taiwan, it's both safer for China to invade Taiwan (less pushback from the US), and less geopolitically valuable (less damage to the US), but China's interests aren't focused entirely on the geopolitical when it comes to Taiwan.

[codedokode]

As I understand, one plant is enough to copy all secrets of nanofabrication and build similar plants.

[jasonwatkinspdx]

First, your phrasing could read as concern trolling style gloating, which you probably didn't intend.

China may invade Taiwan within my lifetime, but it won't be triggered by anything to do with TSMC.

China and the US are both involved in the Taiwan conflict due to history, ideology, and current economic relationships. Nothing material about that changes with TSMC building facilities in the US. If anything US ties grow stronger.

TSMC is not something China can acquire with military power. It's not a building in a RTS game you can just take over and operate yourself. It's a huge number of engineers and a globe spanning high tech supply chain. All that grinds to a halt the moment missiles fly into Taiwan.

[stackbutterflow]

People really blow out of proportion the importance of TSMC. Taiwan is valuable to the west because of its strategic location. TSMC could disappear tomorrow and the US will still have to defend it. The day Taiwan fall is the day the US loses its dominance.

[mdp2021]

> out of proportion

As if TSMC were not absolutely critical. Samsung declares "we'd like to be able to match their capabilities" in public statements.

You would need to develop more on the topic "a world without TSMC: solutions and fallbacks".

[AdamN]

This is a valid long term concern for Taiwan but 10+ years out.

[neonihil]

I'm afraid there could be a hidden math behind this.

As in: cost of a war with China vs. economic cost of China acquiring TSMC tech.

As long as a war is cheaper, the US is protecting Taiwan.

I'm no expert, but it usually comes down to something like this.

[holoduke]

The current chip making machines in Taiwan are still very valuable for many years. They should not fall into the hands of China.

[neonihil]

Yeah, that's what I'm hoping for.