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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.

#391

Post by tathougies »

type-2 wrote: post #257
_fq4v wrote: post #189

Earlier quoted context omitted.

> 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…

Russia took crimea without any issue. Do you really think anything will happen if china took taiwan by force? It's a matter of time before china takes taiwan.

Yes. Given the current administration of the United States and the previous one, yes. I'm not trying to be political, I'm just stating what I think is going to happen if that were to be the case. As it is, the US is the main one antagonizing China after their ridiculous South CHina Sea claims.

Moreover, the US is closer to Asia than Ukraine. I mean that honestly. The West Coast -- and the greater US in general -- has a lot of Taiwanese and Asians who would be upset if China took over Taiwan. Much more Asians than Russians or Ukrainians. It doesn't hit as close to home frankly.

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

#392

Post by jotm »

HideousKojima wrote: post #350
bsd44 wrote: post #330

Earlier quoted context omitted.

England stole Las Malvinas in 1982 from Argentina and nobody gave a damn. Funny how things work when it's "you" and not "them".

99% of Falkland Islanders support British rule (and this had 92% turnout of registered voters): https://www.reuters.com/article/us-falklands-referendum/falk... Not being tied to the economic basketcase of Argentina is a good thing, it seems. It's kind of like how Spain will occasionally bluster about Gibraltar, despite the overwhelming majority of Gibraltar supporting British rule.

It's just so fascinating how this is accepted as truth, yet Crimea having a pro-Russian majority is touted as absolute bollocks, propaganda, brainwashed people.

Pretty much the same situation, completely different reaction from the same people.

I believe both of these to be correct (Falklands pro-UK, Crimea pro-Russian), fwiw.

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

#393

Post by chasd00 »

barrkel wrote: post #318
magicsmoke wrote: post #188

Earlier quoted context omitted.

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.

China can almost certainly win a naval war with the US already; or rather, negate the US's naval force projection tool of choice, the aircraft carrier, with anti-ship ballistic missiles. https://en.wikipedia.org/wiki/DF-26 - range of 2500 miles

those are ballistic missiles, can they even hit a moving target? Besides, if it comes to it, after sinking an aircraft carrier the US Congress would have no choice but a full declaration of war. That means SLBMs engaged (ie Tridents) before surrender, it would be the end of the world.

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

#394

Post by throw51319 »

mikechen233 wrote: post #345
anml wrote: post #308

Earlier quoted context omitted.

Sounds pointlessly corporate. Globalization has put millions of people in the West into poverty. Globalization is a scheme by corporations to get cheaper labor and have the whole world compete against each other while destroying a healthy societal coherence.

That's a domestic issue in the United States. US GDP has grown steadily during the last 30 years. The corporate earnings of the s&p 500 has went up by multiple folds. Companies like Microsoft, Apple, Nike , McDonald, Johnson & Johnson etc are earnings more money from around the world then ever before. The record levels of s&p stock buybacks tells you that companies have more money than they know what to do with it. S…

Government needs to direct some of the fruits of globalization to invest in America. Individual large companies, even if big, do not have the incentive to invest in long-term and nebulous things like education for America.

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

#395

Post by jbay808 »

Nokinside wrote: post #390
vonmoltke wrote: post #382

Earlier quoted context omitted.

> I suspect the production goes to US defense applications. Pompeo tweeting about it seems to confirm it. It doesn't. Just because he referenced "national security" does not mean this fab will be dedicated to producing chips for DOD contractors. The DOD has been making a shift to COTS processing hardware over the past couple decades. Part of the national security implications of this fab is preventing supply chain di…

COTS parts are part of defense supply chain management. Only manufacturer of critical components within 200 km from Chinese border is strategic vulnerability, COTS or not.

I think you and your parent agree with each other.

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

#396

Post by jotm »

thu2111 wrote: post #359
marcell wrote: post #185

Earlier quoted context omitted.

> 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?

The TSMC fab in Taiwan is the world's most advanced. There are no other sources for 7nm manufacturing at the moment. Moreover chip designs can't just be immediately re-spun onto older processes: if it were lost to China then basically the rest of the world would completely lose access to a fresh supply of the best chips. Tech would immediately have to roll back a generation of two, hardware wise, and of course softwa…

Finally, programmers would have to actually optimize :D

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

#397

Post by Nokinside »

jbay808 wrote: post #395
Nokinside wrote: post #390

Earlier quoted context omitted.

COTS parts are part of defense supply chain management. Only manufacturer of critical components within 200 km from Chinese border is strategic vulnerability, COTS or not.

I think you and your parent agree with each other.

No, we disagree. I think this fab manufactures almost exclusively to defense even if it manufactures COTS parts. Building small volume fab for 2/3 of the cost of new GIGAFAB makes no sense for commercial purposes.

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

#398

Post by lostlogin »

fuoqi wrote: post #337
baybal2 wrote: post #321

Earlier quoted context omitted.

> Another aspect of Russia taking crimea is that the people living there to a large extent welcomed it. Man, are saying this in your right mind? Where do you read this stuff? People there abandoned their property, and ran! This is what they did. Nobody openly welcomed it in their sane minds, besides few thousands elderly ex-party members, and alt-right weirdos. The fact that I hear sentiments like this in the West is…

I have visited Crimea last year as a tourist and talked with Crimeans personally (in Massandra and Alushta). Where do you get your information? In my experience people are mostly happy with the Russian rule and with changes it brings (simply compare investments before 2014 and after). Of course, those who work in IT, have to virtually reallocate via VPNs to circumvent western sanctions, but they don't blame Russia fo…

> Crimean Tatars a bit less happy with the Russian rule on average compared to ethnic Russians, but I think it mostly can be attributed to the lost profits from illegal businesses

It’s a bit more complicated than that. The historical and relatively recent mass starvation, persecution, mass murder and forcing into gulags is likely relevant. https://en.m.wikipedia.org/wiki/Crimean_Tatars

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

#399

Post by barrkel »

HideousKojima wrote: post #354
barrkel wrote: post #318

Earlier quoted context omitted.

China can almost certainly win a naval war with the US already; or rather, negate the US's naval force projection tool of choice, the aircraft carrier, with anti-ship ballistic missiles. https://en.wikipedia.org/wiki/DF-26 - range of 2500 miles

Every Carrier Battle Group has two ships in it that are essentially devoted to just protecting the carrier whether from missiles or other threats. We've yet to see how effective systems like Aegis are against anti-ship missiles (though I'm sure the DoD has done plenty of tests) but it's far from clear that anti-ship missiles obsolete carriers. And given that China is starting their own carrier fleets I'm guessing the…

https://nationalinterest.org/blog/buzz/china-likely-tested-m...

https://globalnews.ca/news/4810853/china-railgun-warship-wea...

https://www.nationaldefensemagazine.org/articles/2019/3/22/i...

https://news.usni.org/2019/03/05/report-u-s-carriers-need-ne...

https://www.businessinsider.com/the-us-apparently-gets-its-a...

Of course a lot of this is self-serving stuff designed to drum up more money to spend, but defence against missiles is fundamentally asymmetric. The defender need to get lucky every time, while the attacker only needs to be lucky once or twice. And MIRV is a big multiplier in favour of the attacker.

Carriers are great against countries or factions without anti-ship missile capability.

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

#400

Post by barrkel »

chasd00 wrote: post #393
barrkel wrote: post #318

Earlier quoted context omitted.

China can almost certainly win a naval war with the US already; or rather, negate the US's naval force projection tool of choice, the aircraft carrier, with anti-ship ballistic missiles. https://en.wikipedia.org/wiki/DF-26 - range of 2500 miles

those are ballistic missiles, can they even hit a moving target? Besides, if it comes to it, after sinking an aircraft carrier the US Congress would have no choice but a full declaration of war. That means SLBMs engaged (ie Tridents) before surrender, it would be the end of the world.

Sure, but MAD is mutual, i.e. is symmetric.

(This is why I am a fan of nuclear weapons, but it still negates the idea of a naval battle.)

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