[deisteve]

Call me conspiratorial but feels like TSMC is the target for both China and US.

China needs TSMC to have economic and political leverage. US wants TSMC to become an American owned enterprise so it can prop up Intel.

South Korea or Samsung rather see TSMC burn to the ground giving it monopoly marketshare. It benefits if US and China destroys each other in the process.

There's like only 3 guys in town with TSMC dominating the market and it just happens to be in a very risky region.

Just like the pipelines that were blown up by Ukranians I can't help but feel we will be seeing similar sabotage to TSMC should a war occur.

[mensetmanusman]

TSMC is geographically perfectly suited to be the best semiconductor manufacturing center in the world.

This is great for the free market, tsmc engineers make less than half what US software folks make.

This is a win/win for the US if TSMC keeps puttering along as normal.

[deisteve]

in a region with tsunamis and earthquakes and world's 2nd largest military looking to invade the island?

i think Samsung is in a far better environment.

if Warren Buffet dumps his TSMC shares then we can't ignore these real risks to it