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Re: WhiteSahara post# 80555

Tuesday, 09/21/2021 3:35:42 PM

Tuesday, September 21, 2021 3:35:42 PM

Post# of 192028
I've read it's very bad. Although a couple of things to note:

1. This is the 15th biggest company in the world, or something. Perhaps naively, I view major, brazen IP theft/infringement as less likely here because the spotlight would just be so, so big.

2. The majority of TSMC's revenue derives from U.S. / European sales. Being safe in China wouldn't stop the IP being zealously and successfully defended in these places (Apple accounts for about one-fifth of TSMC's annual revenue and North America is TSMC's largest market.)

3. Not sure if TSMC being majority owned by foreign investors makes a difference. Probably not if Beijing takes over Taiwan.
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