this post was submitted on 11 Nov 2024
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Honestly, this is a no-brainer from Taiwan's POV. The second our economies can get by without Taiwan is the second various governments start questioning whether it's worth it to ally with them, especially with China trying to undermine Taiwan and anybody who supports them all they can.
In a bizarre way, semiconductor manufacturing for Taiwan has become like nuclear weapons are for other countries.
They've made themselves effectively uninvadable because doing so would be an absolute catastrophe for everyone else, including the aggressor.
It's shocking how much it lines up with MAD doctrine, yet in a completely non-lethal way.
I want advanced semiconductor manufacturing to be less centralised, but Taiwan would be foolish to give up this leverage and security.
Plus all the MAGA dorks that'll be in charge keep talking about cancelling the CHIPS Act which probably impacts decision making...
It's pretty wild...my company recently spent 2.5 billion for fab upgrade, spent the money, and applied for chips act money about a year into the process. As far as I know we haven't received any yet and I hope it goes through because I'm sure a lot of good and honest people will lose their jobs if the company needs to find whatever Chips act was gonna pay.