[newsclues]

If the US bluff is give us what we want or we pull our security guarantee and China invades and you are forced to blow the fabs and move your engineers.

That hurts the US access to chips, short term. But then who is going to fill the demand and where will the talent migrate, and who else is going to build the capacity ($$$)?

[gwervc]

The US revealing its true face (the fact it was no allies, only vassals) and trying to bully Taiwan into giving up its most precious economic could be something that help China in the long run. I mean, given two bullies, why try to appease the distant and foreign one, instead of the one with cultural and linguistic ties? Seems an incredibly short-sighted move from Taiwan, but it's good that more people see its true colors. Taiwan should try to gain more protection from Japan.

[netcan]

IDK... if a profitable market is up for grabs, $$$s are not a problem. The financial system is quite comfortable fronting cash for factories making in-demand products.

Have people suddenly forgotten that markets and enterprises exist, and are quite good at making products. Chips are not minerals. The state department isn't a tool for this job.

In any case, TSMC is currently within the US sphere. Nvidia makes most of the capital gains. US government gets to deny China. US companies get good chips. Where's the upside in blowing all this up?

Perhaps pulling the security guarantee and greenlighting reunification under PRC is the destination, and onshoaring Taiwan's critical industries is deemed prudent in advance of this.

[rasz]

At some point being assimilated by China starts to look like a good option. Why blow up fabs if you join willingly, and then its China who is blocking US from buying chips made on latest nodes.