Comments by "capmidnite" (@capmidnite) on "Tokyo Electron: Japan’s Biggest Semiconductor Equipment Maker" video.

  1. The lens is a critical part of the lithography machines but so what? Canon and Nikon tried to compete with ASML but couldn't. It wasn't because of the lens technology. It was because of all the know-how and components that ASML put together in one machine.
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  2. China invading Taiwan would be a disaster for the world economy (and China's manufacturing) as IT supply chains get abruptly disrupted. Even if the invasion was quick, short and minimally disruptive, TSMC might not be viable over the long term if key personnel flee to other countries. A company is not just the sum of its physical capital but also includes it intangible capital: the engineers and technicians who might be strongly anti-PRC.
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  3.  @diavalus  And the sum can be greater than the individual parts. That's why people are fanboys of well-integrated products such as the iphone.
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  4.  @eduwino151  I can just imagine the helicopters hovering overhead with their cables and grappling hooks and the engineers holding on as everything goes BOOM.
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