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Plus, both companies have been experiencing local talent shortages.
It's not that there is a shortage of talent in the US, it's that they want to pay half as much as the US industry.
Entire local economies are run around chip manufacturing in South Korea and Taiwan. Plus it’s seen as a matter of national security, the US is more likely to defend and support them if they have these valuable chip plants.
Be interesting to see the geopolitical ramifications of the US bringing semiconductor plants online.
I predict if the US can make better chips than Taiwan and can fulfill domestic production itself, Taiwan will shift from an asset to a burden and the US would stop caring nearly as much. The rhetoric will stay approximately the same, but I doubt the US would go to war at that point for Taiwan.
China totally agrees with Taiwan, except on which one that "home country" would be..
this post was submitted on 04 Feb 2024
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