He was handed a company in a horrible strategic place and he did the right things to fix it. Reinvest in process technology mainly. Those investments do not bear fruit overnight. They take years. Whoever replaces him could basically be a stuffed suit and will probably have some success if only from his investments starting to pay off. It’s too bad he didn’t get a few more quarters to see it happen.
China’s too smart to ‘invade’ Taiwan. There will be no tanks and helicopters invading. China / CCP may be assholes but they are also fucking smart.
Look at Hong Kong. There were no tanks or helicopters. Just steadily increasing political control. More or less the entirety of HK protested for weeks/months. It did fuck all.
That will be what happens with Taiwan. It won’t be an invasion. It will be a gradual slide.
Right now, USA officially supports the ‘One China’ policy to appease China even though we want Taiwan to be independent. It’s let us keep huge trade with China (which the Chinese also want/need) while we depend (and NEED) Taiwan for a lot of tech manufacturing especially computer chips.
Thing is, China has no desire to be dependent on us. They want us dependent on them for manufacturing, but don’t want to need that business. That’s why China is doing aggressive R&D on pretty much every high tech area they depend on the West for, trying to ensure that everything China needs can be made in China from Chinese tech. To do that they need to be able to design and manufacture the latest computer chips, which they currently can’t. But they’re pouring billions into figuring it out.
If China takes over Taiwan, either openly or covertly, they get TSMC. And that gives them all the chipmaking tech they need.
Don’t expect tanks. Expect state sponsored industrial espionage at TSMC and their own suppliers. Then expect Chinese chipmakers to flood the market with top-line or near-top-line hardware at low prices, which US won’t embargo and thus we’ll get even more dependent on China.