- Joined
- Jan 16, 2020
My main two worries here:
1) How badly has this earthquake affected the TSMC fab?
2) If China actually invades Taiwan during this, boy will there be a massive shitfest around TSMC, and the fact that the entire West relies on it, and has all their design docs there. Intel, Nvidia, AMD, Qualcomm, Apple, absolutely every single semiconductor manufacturer relies on TSMC to make their shit, and the consequences of TSMC going out of order/getting taken over by China are incomprehensible.
Its probably really shitty of me to think of chip fabs as the first big issue. Just thinking back to the shortages during covid.