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TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.

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Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.

#191

Post by fermienrico »

chvid wrote: post #182

I can see some American politicians are celebrating this as a blow to (communist) China. But is this not hurting Taiwan in a major strategic long term way? And risks turning the whole island towards mainland. And for the ones celebrating "Re-industrilization of America". Is the America you envision really a America which does not have anything of importance produced outside America. Even if outside means traditional…

The narrative of American politicians, particularly President Trump, against Europeans has not manifested in the general public, especially in the tech industry. Americans and Europeans work together much in the same way, atleast in my personal experience and exposure to both continents. The tech industry is too smart to be manipulated by politicians.

Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.

#192

Post by lliamander »

marcell wrote: post #185
Lind5 wrote: post #64

Actually, this is true. The big question is what's going on behind the scenes. China has been busy building up its own supply chain after the U.S. closed off shipments of any U.S.-based R&D to Huawei last summer. It also has made statements that Taiwan is part of China since then, which has left the U.S. without an advanced-node fab. Intel is at least a node behind both Samsung and TSMC, and the U.S. has no trusted f…

> If China marches into Taiwan, the U.S. will be left with no advanced-node manufacturing and it will have lost the technology race Can you explain this? If China takes over Taiwan, couldn't the US just take over whatever TSMC plants exist in America?

No TSMC plants exist in America right now.

Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.

#193

Post by cm2187 »

_fq4v wrote: post #189
fermienrico wrote: post #179

Earlier quoted context omitted.

China marching into Taiwan would be a losing move. Never mind the civil unrest, the entire world would bail out of China. Japan, Korea, Vietnam, Malaysia, Singapore and Thailand + India would be even more alerted than they are right now with HK situation. The narrative in these countries is quickly evolving. CCP is over playing their hand by engaging in asymetrical trade.

> Never mind the civil unrest, the entire world would bail out of China. That is not clear.. at all. Europe, Canada, Australia, New Zealand -- the non-US western allies -- have all known exactly what China's end goal is and have down jack diddly squat to put pressure on them. The only thing preventing China from taking out Taiwan is the United States. Europe and the rest of the world is too cowardly to even do anythi…

You are being downvoted but what happened with Crimea proves your point.

Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.

#194

Post by neilpanchal »

magicsmoke wrote: post #188
fermienrico wrote: post #179

Earlier quoted context omitted.

China marching into Taiwan would be a losing move. Never mind the civil unrest, the entire world would bail out of China. Japan, Korea, Vietnam, Malaysia, Singapore and Thailand + India would be even more alerted than they are right now with HK situation. The narrative in these countries is quickly evolving. CCP is over playing their hand by engaging in asymetrical trade.

China won't march into Taiwan until they can win a naval war with the US to keep the US from retaliating. And if China can do that, they won't have to march into Taiwan. 2050 Indo-pacific naval war is my prediction.

Just broadcast the entire battle on the world stage and we shall watch the show. No human deaths, no civilian casualties, the whole battlefield would be completely remote controlled, streaming in a 128K VR extravaganza. I think the future of war sounds fun.

Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.

#195

Post by chvid »

tanilama wrote: post #187
chvid wrote: post #182

I can see some American politicians are celebrating this as a blow to (communist) China. But is this not hurting Taiwan in a major strategic long term way? And risks turning the whole island towards mainland. And for the ones celebrating "Re-industrilization of America". Is the America you envision really a America which does not have anything of importance produced outside America. Even if outside means traditional…

Taiwanese people probably wish to not be strategic in a China-US battle. That only means the destruction of that island.

Taiwan is strategic to the US-China battle because it is strategic to China; if Taiwan reunites with China, China will have full access to the Pacific.

Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.

#196

Post by sudosysgen »

neetdeth wrote: post #162
kick wrote: post #105

Earlier quoted context omitted.

What's in TSMC's best interest is the long-term independence and stability of Taiwan. Taking away a strong source of motivation for an administration that's already shown itself to lean toward "stay out of other countries; America First!" as its official foreign policy stance to keep it independent and stable is so short-sighted that it's practically insane.

Counterpoint: If the PRC takes over now, they own the process technology NVIDIA and AMD depend on. They can tell the Americans to go pound sand, good luck on your next supercomputer project, and dedicate all production to Chinese origin designs - with a helping of industrial espionage for a kick start. That’s a pretty powerful incentive for aggression that would be reduced if TSMC’s operations were more distributed.…

China doesn't need that technology very badly, if they can just stay making CPUs they'll be able to figure a GPU architecture eventually. Don't forget that Chinese Kirin CPUs have and will outcompete Qualcomm and Samsung.

Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.

#197

Post by chvid »

fermienrico wrote: post #191
chvid wrote: post #182

I can see some American politicians are celebrating this as a blow to (communist) China. But is this not hurting Taiwan in a major strategic long term way? And risks turning the whole island towards mainland. And for the ones celebrating "Re-industrilization of America". Is the America you envision really a America which does not have anything of importance produced outside America. Even if outside means traditional…

The narrative of American politicians, particularly President Trump, against Europeans has not manifested in the general public, especially in the tech industry. Americans and Europeans work together much in the same way, atleast in my personal experience and exposure to both continents. The tech industry is too smart to be manipulated by politicians.

I can see from the comments that it is being celebrated here.

Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.

#199

Post by gok »

Lind5 wrote: post #64

Actually, this is true. The big question is what's going on behind the scenes. China has been busy building up its own supply chain after the U.S. closed off shipments of any U.S.-based R&D to Huawei last summer. It also has made statements that Taiwan is part of China since then, which has left the U.S. without an advanced-node fab. Intel is at least a node behind both Samsung and TSMC, and the U.S. has no trusted f…

> [China] also has made statements that Taiwan is part of China since then.

Since 1949, you mean?

Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.

#200

Post by roncomie »

fermienrico wrote: post #179
Lind5 wrote: post #64

Actually, this is true. The big question is what's going on behind the scenes. China has been busy building up its own supply chain after the U.S. closed off shipments of any U.S.-based R&D to Huawei last summer. It also has made statements that Taiwan is part of China since then, which has left the U.S. without an advanced-node fab. Intel is at least a node behind both Samsung and TSMC, and the U.S. has no trusted f…

China marching into Taiwan would be a losing move. Never mind the civil unrest, the entire world would bail out of China. Japan, Korea, Vietnam, Malaysia, Singapore and Thailand + India would be even more alerted than they are right now with HK situation. The narrative in these countries is quickly evolving. CCP is over playing their hand by engaging in asymetrical trade.

Xi jing ping fears CCP is at its end so anything could happen

https://us11.campaign-archive.com/?u=de2bc41f8324e6955ef65e0...

“Beijing has accused the French of using their nursing homes as death camps, has blamed Italy for being the source of the coronavirus (at the very peak of Italian deaths), has charged the US Army with bringing the virus to China in the first place, has thrown a “fact sheet” of truly disbelievable disinformation at the fact-oriented Germans...“

“ Xi is attempting to use a global anti-Chinese backlash to enflame anti-foreigner nationalist activity within China”

“ Btw, if you are a manufacturer or investor and you still have personnel in China, now would be a glorious time to get them out”

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