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Joined 2 years ago
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Cake day: June 14th, 2023

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  • I suspect there will eventually be a time where Taiwan sees that it’s coupled to falling stars in the West and seek peaceful reunification.

    Given that there’s been a harsh lesson of the dangers of outsourcing, it’s unlikely they’ll fortify the Taiwanese economy with another huge, critical industry any time soon.

    Once the re-onshoring has reached a sufficient level that the West no longer NEEDS TSMC plants, the strategic value for the island plummets. The current security guarantees are pretty damn expensive, especially considering that the leading countries backing them have some crippling long-term risk factors (failing educational systems in 2025 are hardly the recipe for 10% annualized growth in 2040)