Semiconductor Business Intelligence

Semiconductor Business Intelligence

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Semiconductor Business Intelligence
Semiconductor Business Intelligence
What if China doesn't want TSMC's factories but wants to take them out?

What if China doesn't want TSMC's factories but wants to take them out?

What is supposed to be deterrence could be a strategic advantage for China

Claus Aasholm's avatar
Claus Aasholm
Jul 02, 2024
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Semiconductor Business Intelligence
Semiconductor Business Intelligence
What if China doesn't want TSMC's factories but wants to take them out?
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I am not an expert in geopolitical issues, but lately, my research has begun to worry me. As I was preparing to be interviewed for Chinese media, I was in my “Chinese Zone”, adapting to what is palatable to a Chinese audience. Maybe my mode provoked the thought:

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Who would benefit from eradicating the entire Taiwanese Semiconductor industry?

What if China is not deterred by potentially mined TSMC factories and ASML kill switches? What if the reunification plan is based on eradicating the TSMC factories and the Semiconductor supply chain in Taiwan and beyond?

For the first time, I can see the outline of a military invasion plan that can significantly benefit China, but the implications are scary. While I have no indications that this is actually about to happen, this is within the “Strong Man” thinking. This article describes that scenario and its implications.

The Three Reu…

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