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MargoritasattheMall t1_iuc06f0 wrote

TSMC runs the world. China wants it and needs the tech. Russia is quite a nice $inkhole di$traction for US. Taiwan kicks off major conflict. This tanks the markets way harder than a tactical nuke

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Apotheosis t1_iuckagm wrote

TSMC will be permanently disabled and staff will flee as soon as China makes a move. The tech to support it somewhere else is in the EU and not for sale.

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[deleted] t1_iud4vfr wrote

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NameIWantUnavailable t1_iudgky1 wrote

Highly trained scientists and engineers in semiconductor manufacturing in the middle of a semiconductor shortage? Wherever the heck they want to go. The guys who worked on the Manhattan project ended up in the US. And there will likely be some warning before the blockade.

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[deleted] t1_iudk85u wrote

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NameIWantUnavailable t1_iudlhwo wrote

It won’t happen overnight. Either the blockade or the migration.

The seeds of the migration have been planted. TSMC is likely already concerned about losing employees to competitors. Of course, if they opened up new fabs elsewhere, they could keep those employees. Oh, wait. That’s already in the works.

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SOL-MANN t1_iucyi25 wrote

„way harder“ means what exactly? 10%? 15%? because the market is already on a level that even burry would say it won’t go lower. you need an end year rally before beginning of 2023 it will go lower due to the recession. after q2 2023 the economic figures will be better, so the next rally will be there. it is actually quite easy to understand, right? people buying puts after such a decline in september/october are not the brightest tools.

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