How Taiwan's biggest chip maker TSMC is caught in a tough spot, forced to heed the dictates of Trump's tech policy, while trying to keep many customers in China
The island's biggest chip maker has been a coveted partner to both battling giants. But rising nationalism is making it harder to keep the middle ground. Tweets: @gavinsbaker , @nytimesbusiness , @zhonggg , @chinausfocus , @wearytolove , @jaygoldberg , @nytimesbusiness , and @jchengwsj Tweets: Gavin Baker / @gavinsbaker : Taiwan as the new Arrakis. And the most poetic description I've ever read of semiconductor manufacturing, which is absolutely the closest thing to magic in this world. https://www.nytimes.com/... https://twitter.com/... @nytimesbusiness : The U.S. campaign against Huawei has forced TSMC to turn against one of its biggest customers https://www.nytimes.com/... Raymond Zhong / @zhonggg : People in Taiwan have long seen China's reliance on Taiwanese-made chips as a bulwark against military aggression. But how much longer will that be true if the U.S. continues blocking Chinese companies from working with global chip makers? https://www.nytimes.com/... @chinausfocus : “The United States and China are wrestling to lead the world in cutting-edge technologies. But the real wizardry that makes those advancements possible is being performed on a yam-shaped island that sits between them,” reports @nytimes. https://ow.ly/... Austin H. Wang / @wearytolove : The translation is gold. “A hundred thousand youths, a hundred thousand livers, shift by shift TSMC is saving Taiwan” https://www.nytimes.com/... @jaygoldberg : Really good overview on the TSMC/Huawei US/China situation in the NY Time today. With a quote from yours truly. https://www.nytimes.com/... @nytimesbusiness : “China has virtually no room for maneuver,” the head of technology research at New Street Research said. “The U.S. definitely has the upper hand in the struggle.” https://www.nytimes.com/... Jonathan Cheng / @jchengwsj : In the high-stakes tech fight, Taiwanese chipmaker TSMC had been playing Finland: a sometime friend to both feuding giants. But that is not the way the tech world works anymore. “China has virtually no room for maneuver.” @zhonggg from a yam-shaped island. https://www.nytimes.com/...