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Taiwan and Tech’s Geopolitical Realities, ARM on Mac?, TSMC’s Choice

 3 years ago
source link: https://stratechery.com/2020/taiwan-and-techs-geopolitical-realities-arm-on-mac-tsmcs-choice/
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Taiwan and Tech’s Geopolitical Realities, ARM on Mac?, TSMC’s Choice

Posted onMonday, May 11, 2020Thursday, May 14, 2020

The U.S. is increasingly — and appropriately — concerned about its extreme dependence on Taiwan. TSMC needs to build in the U.S. if they don’t want to let Intel back in the game.

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