this post was submitted on 27 Dec 2024
64 points (95.7% liked)
Hardware
789 readers
200 users here now
All things related to technology hardware, with a focus on computing hardware.
Rules (Click to Expand):
-
Follow the Lemmy.world Rules - https://mastodon.world/about
-
Be kind. No bullying, harassment, racism, sexism etc. against other users.
-
No Spam, illegal content, or NSFW content.
-
Please stay on topic, adjacent topics (e.g. software) are fine if they are strongly relevant to technology hardware. Another example would be business news for hardware-focused companies.
-
Please try and post original sources when possible (as opposed to summaries).
-
If posting an archived version of the article, please include a URL link to the original article in the body of the post.
Some other hardware communities across Lemmy:
- Augmented Reality - [email protected]
- Gaming Laptops - [email protected]
- Laptops - [email protected]
- Linux Hardware - [email protected]
- Mechanical Keyboards - [email protected]
- Microcontrollers - [email protected]
- Monitors - [email protected]
- Raspberry Pi - [email protected]
- Retro Computing - [email protected]
- Single Board Computers - [email protected]
- Virtual Reality - [email protected]
Icon by "icon lauk" under CC BY 3.0
founded 2 years ago
MODERATORS
you are viewing a single comment's thread
view the rest of the comments
view the rest of the comments
Oh ok, only Apple and Nvidia. lol. jk
Seriously though, you're clearly familiar with the semiconductor industry and yet you believe losing TSMC would only hurt Taiwan?
I'm likely less informed, but I'm inclined to think prices would skyrocket overnight and any innovation/R&D at competing companies would probably stall/be scrapped while companies simply try to match what TSMC is currently capable of producing. Personally, I'd immediately run out to buy the most expensive graphics card I could afford.
I mean, I know Intel likely isn't going to compete with anyone without some extreme government funding/support - they're currently struggling to get funding they were promised like 3 years ago.
TSMC is an $800B company for a reason. But they aren't irreplaceable, just convenient relative to where Apple/Nvidia do the bulk of their manufacturing (in and around Hong Kong and Shenzhen).
As a domestic policy, Taiwan needs TSMC more than the US, because Apple/Nvidia can always pivot to another semiconductor manufacturer but Taiwan can't just wave a magic wand and regain a once-in-a-century fluke of economic prosperity. If you're really worried about a Chinese invasion, why would you obliterate the breadbasket of the nationalist base of the Taiwanese workforce? It would be like the Saudi monarchy threatening to blow up the Kaaba. Literally the reason you have a base of power at all is this enormous socio-economic touchstone that your loyal professionals control.
You'd be overpaying into a market everyone was panic-buying into at that moment. Far better off to scope up as much SMIC stock as you could afford, as that's who will be producing Apple/Nvidia's chipsets into the foreseeable future.