> i don't think one country can do it all by itself. Not US, Japan, Dutch or China.

That is indeed what most people and I used to think, so if this is what's going to happen it's all the more impressive. German economy minister just said that German companies need to choose between the US and China. Germany's chemical industry leader BASF warned last year that the EU sanctions will decimate its industry[1](they recently announced a 76% profit loss[2]) and announced a cutback on its EU presence. TSMC founder Morris Chang said last year that Globalization is "almost dead" [3]

It doesn't matter if it's globalized or not, if China is locked out of it they will have to produce in on their own. They already have preferred access to the worlds biggest commodity and energy exporter now.

ASML by the way doesn't just create Lithography machines that people used. They are customized with the IP from Samsung for Samsung lithography machines, just like they're customized with TSMC IP for TSMC lithography machines.

> the trade spat between South Korea and Japan result in Samsung executes going to Japan

Can you elaborate on this? Would love to know more about that.

Kishida's government actually suggested even stricter restrictions on exports than the Biden administration did. The Chinese seem pissed and are actually starting to get litigative against Japanese companies. Let's not forget that on a company by company bases Huawei is actually the biggest single company 5G patent holder followed by Samsung, LG, Nokia and ZTE[1]. The same applies to RISC-V.

> Is this quantity over quality? i was educated in Taiwan from up to high school before i come to States. Let me tell you, back then the way they educated student is call "stuffing the duck". They basically spoon-feed you info until you're "full" (remember the answers). That kind of education does not produce Steve Jobs and the cram school is everywhere in Asia.

Maybe. But I was visiting the communication network society in Germany every year before Covid and the professors there certainly didn't think so.

But look at the board of directors of the biggest engineering schools in China. Look at board of NTHU in Hsinchu. I went to Semicon today and will go again tomorrow and I walk through those Halls with a big imposter syndrome, being thoroughly impressed by Taiwanese companies, but I still can't help but feel like Taiwan has lost its way. Too occupied with geopolitical games at a policy level. Look at the papers being churned out from the US top universities. 80% of the authors are of indian, chinese, possibly Taiwanese decent, 10% from other places and some from 3rd/4th gen US Americans.

With the documented surveillance of Chinese scientists many Chinese scientists have decided to return to their birthplace[]. Back in the day the founder of SMIC studied in Taiwan. Nowadays Taiwan leaks talent to China because they have had stagnating wages for 30 years.

By the way if you speak to people on the street you will see that many people have not forgotten what the USA did to Japans semiconductor industry in 1986.[6]

[1] https://www.faz.net/aktuell/wirtschaft/unternehmen/basf-chef...

[2] https://www.tagesschau.de/wirtschaft/unternehmen/basf-gewinn...

[3] https://asia.nikkei.com/Spotlight/Most-read-in-2022/TSMC-fou...

[4] https://www.iplytics.com/wp-content/uploads/2019/01/Who-Lead...

[5] https://www.aclu.org/news/national-security/a-chinese-americ...

[6] https://www.bnext.com.tw/article/62917/japan-semiconductor?