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this post was submitted on 27 Oct 2024
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Would the USA actually sanction TSMC though? Wouldn't that be a massive blow to companies like apple?
They need asml lithography equipment without which they are a nothing burger and to get that you need to play nice with US and EU.
Lithography but also clients like Apple, Intel, AMD and so on. Without them they’re also toast. World today is so interconnected that at large scale it’s really hard not to be compliant with sanctions.
Russia seems to be find its way around them with some middle men surcharges
But they don’t make semiconductors, do they?
Semiconductors are a broad category and they make some
You are forgetting that Taiwan has an interest in supporting the U.S. led sanctions.
People talk about Apple only but every competitive chip designer (which Intel is not) depends on TSMC, so they all get set back.
But TSMC gets to close, and what's more dangerous for the political stability of Taiwan is that since they don't have oil they lose West military protection.