Comment by baxtr
4 days ago
Re the first point: Why do you think it is so difficult to transfer chip production off Taiwan?
I don’t think this is about salaries. Nor is this about facilities.
This is about process know-how. And it’s currently not available outside of Taiwan. I’m glad we’re finally starting to transfer knowledge. It will take a couple more years.
How do we know there is knowledge transfer?
If I were Taiwan/TSMC, I would protect my trade secrets as if my life depended on it (which may actually be true).
We don’t. We expect some, but you’re right it won’t be transferred easily.