Hearing that TSMC has not only been targeting EU carmakers in this 'shortage', but also stating that it will prioritize auto plants outside China for supply vs those inside China. Clear priority is to induce shutdowns in China's auto sector...
https://twitter.com/Reuters/status/1354664271519637504
...as well as punish EU firms for signing the #CAI.
This is why you don't leave loaded guns in the hands of small children, and why China (and the EU) won't leave TSMC in the hands of Taiwan separatists.
The adults will be put back in charge, one way or another.
This is why you don't leave loaded guns in the hands of small children, and why China (and the EU) won't leave TSMC in the hands of Taiwan separatists.
The adults will be put back in charge, one way or another.
Indeed, thanks to Taiwan's display of economic hostility, it is now more likely that the EU (and specifically ASML) continues to supply TSMC with EUVL equipment after a Chinese op.
Well done!
Well done!
The other thing is, at this point, I'm not sure why the EU continues holding back on shipping EUVL to SMIC. Why should the EU suffer to protect TSMC's margins and increase the power of Taiwan separatists?
• • •
Missing some Tweet in this thread? You can try to
force a refresh
