Taiwan also doesn't have a unique physical IP that cannot be replicated, since it doesn't make domestic tools, it just buys foreign tools. it's not even at the same level as South Korea which at least has domestic demand from Samsung and LG branded electronics, Hyundai cars, etc. Taiwan doesn't have a finished electronics industry with significant IP, all they do is assembling standard computers like Asus/Acer.
Yes brother and their savior is right next door....lol Well the good thing, it definitely set the stage for a peaceful reunification.
What leverage, dont be naive please. There is no leverage if one cant keep it ; American lawmakers are already talking on the possibility of bombing TSMC foundries if China is officially took over the island.
The things is that if Taiwan don't have chip, china can put sanctions like what US do with cuba. I think Taiwan semiconductor is the leverage to china not to put harsh sanctions.
Well IF they had the guts to say NO to American demand then let's see what happen, my thinking is that the US will think twice and even thrice, two can play the game and It will make the current chip shortage worse and may hinder the US economy for 5 years. Naivety is what drive the Taiwan semiconductor policy , IF Taiwan say NO and the American kill it, who will be the winner, China is right across the strait and have the market size comparable or greater than the combine west.
Not when China is faced with a likely high tech embargo and China actually needs the high tech that it currently imports to be readily available. It does not matter whether the cat is black or white as long as it catches mice. High tech is a high national priority issue, and UV lithography equipment is very high on that list. If the state can best develop high tech categories like UV lithographic equipment, and has the resources to do so, it should.
the semiconductor output does not matter much compared to tools sales. Taiwan is only big in semiconductor, it is not strong. Fat is not strong. At least South Korean tries to build their own tools. China isn't just looking to have a big semiconductor industry but a strong one. The real metric to watch is tool sales.
Tokyo Electron is only making such announcements because it is taking cues from the Japanese government. You are skeptical of their statement. To me, their statement is an indication of the probability that Japanese companies by orders from their government might indeed follow US trade policy vis a vis China on semiconductor equipment and materials hook line and sinker...