neruda
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TSMC may not expand in US if double taxation rule continues
1. There was an Apple shareholder motion asking Apple to diversity its supply chain (Vietnam/India) so that it relies less on China. I voted yes on that motion, and I would say that this also applies to the US as a whole. We need to lessen our manufacturing dependence on China: it's a brutal authoritarian state.
2. There's speculation that in a war with China, the US and/or its allies would destroy all of TSMC's facilities in Taiwan if China invaded and if it becomes likely that they would fall under CCP control. Both of these issues are national security concerns that have to be addressed. I think that it is reasonable to assume that the US would not be able to depend on Chinese made goods/manufacturing if there is a conflict over Taiwan.
TDLR: dear Apple, diversify your supply chain, or better yet, get out to China.
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iPhone 14 Pro models may be more expensive than iPhone 13, Kuo says
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Compared: M1 Max 16-inch MacBook Pro versus Mac Pro
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MacBook Pro preorders slip to late November, December ahead of release
melgross said:it would be here Nov 2, which happens to be my birthday, so I’m happy about that. -
MacBook Pro preorders slip to late November, December ahead of release