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What controls your air conditioner?


gwalchmai
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Not happy sounds from the Bayou:

I am an electrical engineer, and work in the particular niche area of designing integrated circuits.  Every part I've worked on in the last 25 years has wound up being fabricated at TSMC.

In short, my assessment is as follows.  If China invades Taiwan, then:

 

1) In the immediate future the supply of basically everything dependent on electronics (TV's, microwaves, automobiles, air conditioners, computers, etc.) will dry up.

2) If we are lucky and not much of TSMC is damaged, then we might start getting new electronic-dependent products in 6-12 months

3) If we are not lucky and the TSMC fabs are destroyed, then we might start getting new elecronic-dependent products in 5-8 years

4) If China has control of a functional TSMC, then:

 

a) they will be able to control who gets what when it comes to electronic-dependent products (which is basically everything)

b) every company that manufactures parts through TSMC will have to decide whether they want to provide the Chinese government with their intellectual properties

 

5) Alternative fabs will get constructed in other companies, and in 5-10 years we will start having other options than TSMC.

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