PREVIEW: TSMC: Comment by colleague Chris Riegel re the reported kill switch on the TSMC FABS outside of Taipei in the event of PLA invasion or takeover -- and what this means for global high-end chip demand. More detail tonight.
The John Batchelor Show
John Batchelor
4.5 • 2.8K Ratings
🗓️ 23 May 2024
⏱️ 1 minutes
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1925 Taipei Taiwan
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| 0:00.0 | This is John Bachelor, conversation with my colleague Chris Regal of Scullin.com about the story, the report, that the TSMC |
| 0:09.6 | fab in Taipei, Taiwan has a remote kill switch that would permit someone outside of Taiwan |
| 0:19.3 | in the event of invasion or catastrophe to end the usable life of the fab because of |
| 0:28.5 | complications Chris is about to explain. There's more to this there's also software. |
| 0:34.0 | Chris Regal scholar.com about the presentation of Taiwan for the day after. |
| 0:42.0 | more of this later. |
| 0:44.0 | So, John, ASML makes the most advanced chip manufacturing technology in the world, |
| 0:49.0 | and a large number of those machines are there in Taiwan for TSC, who are the best makers of advanced |
| 0:56.1 | chips. |
| 0:57.1 | It was announced or leaked this week that each of those machines is rigged with some form of a |
| 1:01.5 | kill switch, so should the Chinese decide to |
| 1:04.2 | invade the island, a button could be pressed and those machines be made |
| 1:08.1 | unusable. So effectively it sounds like the plot of a George Clooney movie where someone would have to get to the big red button and push it to destroy that chipmaking equipment should the Chinese decide to try to take the island. |
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