Chinese semiconductor thread II
- Thread starter vincent
- Start date
You think his donors will like that. All those who where front and center at his inaugration won't allow this. Lest we remember how Apple avoided tariffs by praising him.
To be honest A LOT of them would love the idea of TSMC moving to the US far away from that island along with many suppliers. And at least in the stooges circles they would LOVE the idea of moving ASML and their suppliers to the US too but the chance of that happening is really low giving the Europe will fight tooth and nail for that company.
That will give the US the absolute control of semiconductor global supply chain at least outside China.
You think too much. Apple, and , AWS and Qualcomm like buying for cheap. They need to flatter him.
I am saying it, because most to these companies are to the brink in the stooge induced paranoia of a conflict in the strait, like when the wicked witch of the west, Nancy Pelosi, did her PR stunt, there was a lot of panic among these companies. They may do not want to pay more but if Trump under the threat of tariffs force TSMC to built more fabs in the US so they can be less dependent on TW I think they will feel a bit more "safe". Of course people in the US is going to pay more and suffer for it with very high prices in electronics and IT services.
But in reality with the anti-migrant rhetoric in the US I think it could be that is almost impossible for TSMC ti make a rapid expansion of that magnitude because there is not enough semiconductor talent to cover these jobs fast enough. So TSMC is between a rock and hard place. It could be that Trump back down but we are going to have a few laughs at least for a few weeks.
Serious answer:
Trump is obsessed with the trade deficit. America making the most advanced chips and exporting them serves this purpose, no matter the cost. So Trump will put some pressure here to get this happening. American allies forced to buy a % of their chip requirements from expensive US fabs as tribute is a bonus too.
Slightly less serious but could be true:
He thinks Taiwan is China anyway, so it'll fix the US-China trade balance if TSMC is forced to relocate to the US.
He really won't do that. He will have to back down. If he doesn't then tech will donate to the opposition and the midterms will be a bloodbath for the GOP.