A former National Security Advisor for the Trump administration says the U.S. would destroy TSMC's fabs if China were to invade Taiwan.
As crazy as it sounds, the U.S. would physically destroy TSMC and its fabrication facilities if China invades Taiwan just to keep the foundry out of China's hands. This comes from Robert O'Brien, former National Security Advisor for the Trump administration. TSMC is the world's largest foundry andWhile O'Brien didn't actually say that the U.S.
But there are products needed to produce cutting-edge chips such as Dutch firm ASML's lithography machines. These are used to etch circuitry patterns on wafers that are thinner than the width of human hair. This machine is extremely important in the manufacturing of advanced chips and ASML has been banned from shipping them to China. So a Chinese-run TSMC could be handicapped right off the bat.
It is possible that the U.S. is hoping that mere talk about such a plan would be enough to dissuade China from invading Taiwan. But that might be naive thinking. Should the U.S. lose access to TSMC, it could lead to a global recession or perhaps even a depression.Apple locking up all of TSMC's 3nm production for this year
TSMC reportedly has enjoyed an 80% yield rate for its 3nm chip production all of which is heading to Apple
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