Except this trend is actually reversing now, with fabs being built outside of Taiwan?

It's not reversing, it's continuing the trend of more and more manufacturing moving to Chinese companies. It already happened to TVs and it's currently happening with RAM.

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etse 5 hours ago | parent [-]

By Chinese company, do you mean Taiwan is Chinese in the same way China is Chinese?

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cubefox 4 hours ago | parent | next [-]

Xiaomi may manufacture their chips in Taiwan (by tsmc) but Xiaomi is still a Chinese hardware company, similar to how Apple or Qualcomm are US American hardware companies.

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5 hours ago | parent | prev | next [-]

[deleted]

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mschuster91 5 hours ago | parent | prev [-]

No. The problem is that TSMCs new capacity is already hogged by AI peddlers for years to come (in fact, AI BS is the reason why these new non-Taiwanese fabs got the massive US and EU subsidies), and so everyone else not flush with cash from the AI hypetrain has no alternative than to go to China - and deliver all their secrets to the CCP.

And eventually, just like the Western solar, battery, pharma and car companies all have learned, the CCP will use that knowledge to surpass and undercut everyone else.

	▲	Dah00n 4 hours ago \| parent \| next [-]
		Do they also deliver all their secrets to US/EU/Taiwan/etc or is it only with China that it goes from ordering some products manufactured to "deliver all their secrets"? Strange how almost everyone points their fingers at the CCP when we know for a fact (hey Snowden etc) that the US does what we say we think China does. I guess China bad > facts.
	▲	dopa42365 3 hours ago \| parent \| prev [-]
		Goddamn turbocapitalist commies! How dare they!