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ldoughty | 6 months ago

But the US government has proven to be unreliable in maintaining commitments -- even words on paper are meaningless as it doesn't seem to stop them from changing the deal later and demanding more ("I have change the terms of our agreement, pray I do not alter them further"), and then another request demanding more. Would TSMC be doing the government a favor and gaining protection, or are they being extorted? ("would sure be a shame if we doubled your tariffs again...")

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throwup238|6 months ago

Does it really matter? Does TSMC have a choice either way?

They’re a globally important company but they’re not ASML and they’re stuck between two superpowers and the threat of potential total war. They’ve had the misfortune of being sucked into geopolitical maelstrom and those tides are far too strong for any company to resist.

phkahler|6 months ago

>> Does it really matter? Does TSMC have a choice either way?

Sure. Go home and make chips. Pass the tarrif costs on to customers. Would US customers have a choice?

impossiblefork|6 months ago

I think there's reason for the EU to ensure that there's no semiconductor manufacturing monopoly.

So the EU offering something like nuclear weapons sharing à la that which Germany etc. would probably be reasonable if the US bullied Taiwan too hard. But I don't think it's happening, I think people want good relations with China.