Friday, October 14, 2022

On-shoring.

This is coolbert:

"Advanced logic chips only make up 2 percent of the total chip market, but they define the threshold of innovation. While TSMC produces over 92 percent of advanced logic chips, no firms in the United States currently produce any. Samsung can produce chips at least as sophisticated as TSMC, though it has struggled to do so reliably to meet demand. U.S.-based Intel, long an industry titan, has fallen behind its foreign competitors in recent years, though it is investing heavily in order to re-emerge as a leader in cutting-edge chips by mid-decade."

"SEMICONDUCTORS ARE NOT A REASON TO DEFEND TAIWAN"

From www.defensepriorities.org the article by CHRISTOPHER MCCALLION OCTOBER 5, 2022.

KEY POINTS AS COPIED IN ENTIRETY AND UNASHAMAEDLY SO!

* "Taiwan’s dominance in advanced semiconductor manufacturing and rising U.S.-China tensions have produced alarm that a Chinese invasion or blockade of Taiwan could cause a major disruption of the global semiconductor supply chain."

* "Fears that China could seize Taiwan’s chip-manufacturing capacity and leapfrog the U.S. technologically are overblown."

* "Others fear Taiwanese chips could be disrupted during a Chinese blockade or a protracted conflict and tend to recommend bolstering U.S. capabilities to deter China."

* "Further efforts by the U.S. to deter China may only present Beijing with a closing window, encouraging it to use force before its prospects worsen, and precipitating the very conflict the U.S. seeks to prevent; a war between the U.S. and China would be exponentially costlier than any potential semiconductor supply shock resulting from a cross-strait invasion."

* "Instead, the U.S. should seek to dial down the temperature with Beijing in order to maintain the political and territorial status quo and buy the time needed to diversify its own semiconductor supplies by onshoring or 'allyshoring' chip manufacturing."

Something like 80 % of the the world's high-technology micro-semiconductors manufactured in Taiwan. Capture intact of Taiwanese companies such as TSMC would be a high priority objective of the Chinese military if and when an invasion of the island nation would occur.

See previous blog entry the Taiwanese concern TSMC so absolutely vital to the world economy:

https://militaryanalysis.blogspot.com/2021/04/embargo.html

coolbert.





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