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Xi told Biden Taiwan is biggest, most dangerous issue in bilateral ties
(www.reuters.com)
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this post was submitted on 16 Nov 2023
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Not totally true. There's a reason why TSMC chips have better yields and efficiency than Samsung chips, even though they are on the same nodes and also use ASML machines. AFAIK, you still need to develop a know-how to build good chips, and ASML's tools enable that, true, but they don't know the rest of the process to make that happen. Neither does Apple nor other chip designers, and that's worth value.
Without the tools, the knowhow is worthless. Apart from that, Taiwan say they have made sure TSMC will never fall into the hands of China.
I'm not disputing it will cause major disruption in western supplies too, obviously neither Samsung or Intel will be able to replace TSMC immediately, they are behind both on quality and volume, and they are the only existing alternatives to high end process manufacturing. Apple doesn't know shit in that regard, they are not a manufacturer, and TSMC is not a chip designer.