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Why Taiwan Has a Lock on the World’s Chip Market
Foreign Policy Live
The Centrality of Taiwan and TSMC
Semiconductors are the least prepared to deal with a supply shock or diversify, he says. "There's no spare capacity anywhere else" for semiconductors in case of war and/or blockade. Even if you suppose you can get the personnel out of Taiwan, you can't get the machines out,. 70% of the cost of a Jamaican facility is the machine tools.
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