China Invasion Risk Sees Taiwan’s TSMC Moving Fabs Overseas via /r/wallstreetbets #stocks #wallstreetbets #investing


China Invasion Risk Sees Taiwan’s TSMC Moving Fabs Overseas

At first glance, Taiwan Semiconductor Manufacturing Corp’s plan to build foundries in Japan and the US looks like just another routine business expansion.

But dig deeper and it quickly becomes clear that these are not just more run-of-the-mill deals.

As tensions between Taiwan and China mount, TSMC’s pivotal role in the global semiconductor supply chain has emerged as one of the gravest risks to the world economy.

It’s hard to understate TSMC’s importance to the world. It accounts for more than half of global foundry revenue while in the manufacturing of advanced chips under 10 nanometers it controls about 84% of the global market, according to the European Institute for Asian Studies in Brussels.

Those chips are at the heart of every leading-edge device and weapon on the planet and they are central to the battle for tech supremacy between the US and China.

China Invasion Risk Sees Taiwan’s TSMC Moving Fabs Overseas

Submitted February 22, 2022 at 02:49PM by pottermeup
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