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aDragonsAle t1_ir4iota wrote

Reply to comment by paulerxx in Micron’s investing $100 billion to bring the country’s ‘largest semiconductor fabrication facility’ to New York by Avieshek

This is a good and needed thing to help long term autonomy... But it does make me worry for Taiwan.

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DevilsTrigonometry t1_irbafvn wrote

It's very unlikely that US domestic investment will catch up to, or even keep pace with, global growth in demand for semiconductors. The entire world will continue to have a major stake in Taiwan's stability for the foreseeable future.

(The specific Western national-security interest in Taiwanese independence and liberal democracy may be weakened, which could be a long-term problem. But there won't be any impact on the West's willingness to defend Taiwan from a military invasion, armed coup, or other destabilizing attack.)

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freightgod1 t1_ir4th8z wrote

10 years before what Taiwan does can be replaced.

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aDragonsAle t1_ir52sls wrote

Not sure about your timeline, or the meaning behind your phrasing - but if China pulls a China (HK) or Russia (Ukraine) against Taiwan - the COVID/cryptomine chip shortage will have been a warm up...

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