From a planning perspective, the West must assume Taiwan is already “lost” and merged into China. Therefore the rational action to take is to begin spinning up as much chip production as possible in the interim, while continuing to rely on Taiwan’s manufacturing.
Fun fact, the guy who founded TSMC was an immigrant working in tech firms in the mid-late 1900s but was unable to get promotions due to American racism against asians. So he said, “Aight guess I’ll go back and make my own company.”
The US had the TSMC founder and drove him away with hate.
Please do yourself a favor and check out podcasts covering this topic, there are some good ones.
From a planning perspective, the West must assume Taiwan is already “lost” and merged into China. Therefore the rational action to take is to begin spinning up as much chip production as possible in the interim, while continuing to rely on Taiwan’s manufacturing.
Fun fact, the guy who founded TSMC was an immigrant working in tech firms in the mid-late 1900s but was unable to get promotions due to American racism against asians. So he said, “Aight guess I’ll go back and make my own company.”
The US had the TSMC founder and drove him away with hate.
Please do yourself a favor and check out podcasts covering this topic, there are some good ones.