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shazmosushi
Asianometry
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Comments by "shazmosushi" (@shazmosushi) on "Samsung Foundry vs TSMC" video.
If viewers liked this video I recommend this channel's "TSMC - Essays" playlist.
96
Another very well-researched and informative video. I think Taiwan and TSMC should be very happy that the United States has added China's SMIC to the Entity List (banning commercial transactions containing US technology unless an export license/exemption is first obtained). I think it's now very unlikely that China will be able to develop a world-class semiconductor fabrication facilities. Having Huawei on the Entity List directly hurts TSMC financially, but on balance I think it's well worth it. Side note: The strategy that economic engagement leads to democratization worked very well for South Korea and Taiwan (both were both brutal dictatorships until only 30 years ago). That strategy has of course failed spectacularly for China: as it got richer it's becoming more brutal. I really like the idea of democracies using their economic might to preventing brutal dictatorships from becoming proficient in high technology -- like the United States is doing with its Entity List.
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Here's a direct link to the playlist: https://www.youtube.com/playlist?list=PLKtxx9TnH76SRC7ZbOu2Nsg5mC72fy-GZ
8
Microphone stuff up around 1:41
4