majority != all, and my argument is based on the idea that:
(1) Invasion is very unlikely
(2) If there is an invasion, it's very likely that the US and Japan have something to say about it.
Anyway, I wonder if there's other reasons for it to be in Taiwan. The article isn't very substantive, but it links to another one that says:
"European company ams OSRAM will be the primary supplier of microLED chips for Apple, but there is potential for Taiwanese suppliers like Epistar to become additional suppliers of microLED chips by 2026-2027..."
Maybe there are some partnerships aside from TSMC that are driving the decision. The article says the process will be developed in Longtan (Taoyuan), which happens to be where at least one other company is setting up microLED production:
Ukraine had the third largest nuclear weapons arsenal. Now they are fighting for survival.
What the US, and how much the US, will do, with respect to Taiwan depends on politicians in Washington D.C., public sentiment, etc. and that changes over time.
(1) Invasion is very unlikely
(2) If there is an invasion, it's very likely that the US and Japan have something to say about it.
Anyway, I wonder if there's other reasons for it to be in Taiwan. The article isn't very substantive, but it links to another one that says:
"European company ams OSRAM will be the primary supplier of microLED chips for Apple, but there is potential for Taiwanese suppliers like Epistar to become additional suppliers of microLED chips by 2026-2027..."
Maybe there are some partnerships aside from TSMC that are driving the decision. The article says the process will be developed in Longtan (Taoyuan), which happens to be where at least one other company is setting up microLED production:
https://www.microled-info.com/tags/auo