A Single Company in Taiwan Makes 92% of the World’s Most Sophisticated Chips: Taiwan Semiconductor's dominance is a single point of failures for phones, cars, and nearly all sophisticated chips in the global economy.

Mish Talk ^ | 02/24/2022 | Mike Shedlock

[SeekAndFind]

THE ALL IMPORTANT QUESTION IS : CAN WE AFFORD TO ALLOW THE COMMUNIST CHINESE TO CONTROL THIS RESOURCE?

[CJ Wolf]

We don’t need no stinking chips as long as we have doritos.

[SaveFerris]

Seems China is able to buy a lot with that Walmart money

[orionrising]

the real question is does civilization survive the destruction of the factory, or do the lights go off and everyone starve without the components...

[CJ Wolf]

It survives. We will make do.

[Truthsearcher]

This is why we will not allow CCP to takeover Taiwan.

[PAR35]

TSMC is currently constructing a Fab in Phoenix and they have one in Washington State. They have a JV operation in Singapore, and are planning a factory in Japan. They are concentrated in Taiwan, but are diversifying geographically. They also have several facilities in Red China.

[beancounter13]

And it’s not just the US. If China invades Taiwan, China will be facing off against the entire G7.

China is not big enough for that.

[Jonty30]

I should probably replace my cellphone before China takes Taiwan.

[SubMareener]

This is why we have to the Spring of 2024 before China invades Taiwan. Only the prospect of Trump returning to the White House will force China’s hand. They rely on Taiwan Semiconductor’s chips as well.

[BobL]

“the real question is does civilization survive the destruction of the factory, or do the lights go off and everyone starve without the components...”

Option B. Before these chips were around, we didn’t need them. Now everything is designed around them. Probably we should have given it a bit of thought...but likely too late now.

I expect a gradual collapse of this country, over about 5 years, as things continue to break, if the chips stop flowing.

[gundog]

So, does Taiwan threaten to destroy the place if China invades? Seems like job one if China invades would be to secure the plant

[Secret Agent Man]

G7 vs china AND russia

[HereInTheHeartland]

We should have 5 smaller factories to make these chips spread around the US.

[algore]

We have plans to bomb the foundries if China takes over.

I think Covid has awoken a lot of welcome supply chain awareness

[indthkr]

About 20 years ago, Billy Gates at Microsoft proclaimed that all hardware should be "free"

The corollary to that is that the people that engineered and manufactured hardware would have to make much less money so that Microsoft's profits could increase (import cheap workers for domestic production, and ship as much as possible off-shore).

The construction of new fabs in the US is certainly good news.

Unfortunately, after semiconductor wafer processing is completed, the wafers have to be diced into the chips, and embedded into the final packages, which is an increasingly complex process. This is done almost completely off shore in Asia - well within China's sphere of military influence.

[rustbucket]

Samsung is building a $17 billion chip manufacturing plant near Austin, Texas. To be ready in the second half of 2024. Link

[algore]

I do not believe Gates ever said hardware should be free.

[vpintheak]

Just 1 reason why the USA would be screwed when the Chicomms invade. And they will invade.
We need to bring manufacturing back.

[who_would_fardels_bear]

Looks like the World is following Ford's advice: put all your eggs in one basket and watch that basket!

Well maybe the World got the first part right.