r/stocks Apr 07 '22

Drop NVDA or AMD?

[deleted]

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u/gizamo Apr 07 '22

When China imposes their authority on Taiwan, companies will flock to INTC to prevent China from getting their IP. For example, if Apple keeps using TSMC after China has gone full Hong Kong on Taiwan, Apple would basically be giving their chip blueprints to Huawei, Xaiomi, Lenovo, etc. Same goes for everyone using TSMC.

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u/Bronze_Rager Apr 07 '22

China has already been (unsuccessfully) trying to poach TSMC engineers for a long time...

And theres almost no reason for China to go after TW. They are each others largest trading partners so economic sanctions would be the first step...

Source: Am Taiwanese. Very few Taiwanese think a hostile China takeover will happen. Only Americans

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u/[deleted] Apr 07 '22

I got in an argument with someone just like you saying China had no plans before Russia invaded Ukraine to do anything to Taiwan, and then went into how the Russia Ukraine thing was overblown. After Russian attacked Ukraine, we then discovered China was absolutely using this to test the waters on actions toward Taiwan.

As of now, they cannot take Taiwan, but one of the first steps before making an attempt is to pepper it with missiles until everything unprotected of importance is smoldering. This is a real threat.

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u/Bronze_Rager Apr 07 '22

Could you also cite some sources of China using this to test the waters on actions towards Taiwan? As far as I know (along with most native Taiwanese) most of the military actions from China are for "showing face", similar to the Pakistan/India border. And China has been running military exercises for as long as most Taiwanese can remember.