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US Intel

(stratechery.com)
539 points maguay | 1 comments | 26 Aug 25 10:47 UTC | HN request time: 0.202s | source
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Diog ◴[26 Aug 25 14:37 UTC] No.45027159[source]▶
To be honest, for most Chinese people, the reason we haven't taken action regarding Taiwan is not because of TSMC, but rather our patience with the current will of the Taiwan people. However, this patience has its limits. Even if TSMC has better chips now, China mainland will surpass them next 10 years. You can compare the gap in chip technology between Chinese companies in 2015 and that projected for 2025 to see this trend. As for Intel, we don't really care about it.
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1. chatmasta ◴[26 Aug 25 17:23 UTC] No.45029605[source]▶
China mainland surpassing Taiwan in chip manufacturing seems like it would be very bad for Taiwan. At that point the Chinese have little incentive to “be gentle” with an invasion of the island. It’s in Taiwan’s interest to ensure both China and the US have a dependency on its manufacturing sector.