I appreciate the deep cut. I definitely do not follow companies internally closely enough to see this coming.
> (samsung or tsmc) both within a 500 mile radius circle in the south china sea.
Within 500 mile radius of great power competitor, perhaps. The closest points on mainland Taiwan and Korea are 700 miles apart. Fabs about 1000 miles, by my loose reckoning.
Ha, silly of me, quite right. Not exactly what comes to mind when drawing circles to include a city 2/3 south down Taiwan, and 2/3 north up RoK, but fair point.
> (samsung or tsmc) both within a 500 mile radius circle in the south china sea.
Within 500 mile radius of great power competitor, perhaps. The closest points on mainland Taiwan and Korea are 700 miles apart. Fabs about 1000 miles, by my loose reckoning.