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Leo
@lsn
The US continues to accelerate pressure to get TSMC out of Taiwan, reducing its dependence on the island. In my view, this is setting the stage for a peaceful subservience to China on the Taiwan issue. By bringing TSMC chip making expertise to the US, America can afford to let Taiwan go without a fight. Today TSMC announced $100bn to build 3 new fabs in the US, between 4nm to 2nm. This seems to go against the Taiwan governments restriction on leading edge exports. Meanwhile, the end game options are entering the Overton window: TSMC merging with Intel or selling to the US govt.
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Rev
@spockkrypton
It's the last leverage Taiwan had to bargain for protection. Not a wise move in the south China sea. Annex Taiwan and the pressure surmounts towards the Philippines for more Chinese land grab and then followed towards the rest of Asia Pacific.
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