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Comment on World War 3 to Be Fought over Semiconductors?parent

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a fab will loose the competitive advantage in just two years

Not really. First, almost all fabs for modern chipset structures are located in Taiwan which means China won't invade Taiwan for a fab but for all fabs.

Second, the market is glowing so white hot that - even assuming China manages to take over all Taiwanese fabs intact and with staff cooperating, which is quite unlikely - there will be more demand than supply for many years to come.

Samsung is in South Korea, which is just one generation behind TSMC.

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