Intel, TSMC tentatively agree to form chipmaking joint venture
(finance.yahoo.com)76 points by pseudolus 20 hours ago
76 points by pseudolus 20 hours ago
Why would this help Taiwan stave off China's advance? Arguably, this makes it more likely.
Yes that's my take as well. It might be TSMC trying to survive, and America trying to deprive themselves of a future war to defend TSMC or China's inevitable taking of TSMC.
I don't see how it helps Taiwan that much, but perhaps it makes it less attractive to China to take if TSMC can move.
> perhaps it makes it less attractive to China
Taiwan's semiconductor industry is literally not even a factor that plays into China's wish to reunify. It won't make a lick of difference.
It makes it more likely that the US responds in kind to an invasion.
This reminds me of Adventure Time where Finn (US Government) tells a goose and a fox to "now kiss":
Stratechery does an OUTSTANDING job covering Intel, TSMC, and chips.
https://stratechery.com/?s=intel
They were talking about this in 2013
Chip War by Chris Miller is a great read, although not specifically Intel.
asianometry on YT
also stratechery had few articles over the years
As another 90s kid feels like there is some lesson here on how few things last forever
I think it's a good example of why monopolies and vendor lock-ins are bad. Essentially when there IS choice, people will go to the better option, and the market leader, if they don't keep pace, people will move if they can.
It's when there is a huge exit barrier that companies get away with all sorts of garbage.
Microsoft is doing just fine, for now... maybe Copilot will be the beginning of the end for them.
Is there not a more strict rule on dupes on this site, I've seen this numerous times.
Mostly, but some repeat offenders just don't seem to care.
Massive news. One cannot shake the idea that Taiwan is playing all the cards it can to protect it from invasion. This is one; ingratiating itself within the core of American production.