TSMC at the head of history’s tide: two high walls and one sharp knife
1–10 of 121 posts
Re: TSMC at the head of history’s tide: two high walls and one sharp knife
#2Interesting read. A little "florid" perhaps, some turns of phrase probably don't survive translation.
I don't envy anyone who works the midnight shift in a 24/7 r&d boilerhouse. Liver eater indeed.
Given US strategic concerns in VLSI we are probably going to see another slightly different chapter in this story:TSMC being induced to bring core IPR inside domestic US production, presumably for cash injection and guarantees to Taiwan for their strategic interests being guarded.
Re: TSMC at the head of history’s tide: two high walls and one sharp knife
#3Interesting read. A little "florid" perhaps, some turns of phrase probably don't survive translation. I don't envy anyone who works the midnight shift in a 24/7 r&d boilerhouse. Liver eater indeed. Given US strategic concerns in VLSI we are probably going to see another slightly different chapter in this story:TSMC being induced to bring core IPR inside domestic US production, presumably for cash injection and guaran…
Taiwan would be foolish to believe such American promises. The USA made similar promises to Ukraine in the Budapest memorandum (under Clinton), and subsequently did not fulfill its obligations (under Obama).
Re: TSMC at the head of history’s tide: two high walls and one sharp knife
#4Interesting read. A little "florid" perhaps, some turns of phrase probably don't survive translation. I don't envy anyone who works the midnight shift in a 24/7 r&d boilerhouse. Liver eater indeed. Given US strategic concerns in VLSI we are probably going to see another slightly different chapter in this story:TSMC being induced to bring core IPR inside domestic US production, presumably for cash injection and guaran…
Taiwan would be foolish to believe such American promises. The USA made similar promises to Ukraine in the Budapest memorandum (under Clinton), and subsequently did not fulfill its obligations (under Obama).
Could you be a bit more specific in what agreement the Obama admin did not honor? Which parts and how?
Re: TSMC at the head of history’s tide: two high walls and one sharp knife
#5Fascinating. Stories like this really make me want to learn Chinese and/or move there for a while.
The story highlights how they were able to benefit from US culture and education, to the point where they now took the lead. I wonder how the West could benefit from Asian culture.
Re: TSMC at the head of history’s tide: two high walls and one sharp knife
#6Earlier quoted context omitted.
Taiwan would be foolish to believe such American promises. The USA made similar promises to Ukraine in the Budapest memorandum (under Clinton), and subsequently did not fulfill its obligations (under Obama).
Could you be a bit more specific in what agreement the Obama admin did not honor? Which parts and how?
The Wiki article of the memorandum, particularly the Breach section, contains dates and overview of info on this.
https://en.wikipedia.org/wiki/Budapest_Memorandum_on_Securit...
Re: TSMC at the head of history’s tide: two high walls and one sharp knife
#7Earlier quoted context omitted.
Taiwan would be foolish to believe such American promises. The USA made similar promises to Ukraine in the Budapest memorandum (under Clinton), and subsequently did not fulfill its obligations (under Obama).
Could you be a bit more specific in what agreement the Obama admin did not honor? Which parts and how?
There is a Wikipedia page on the Budapest memorandum, which outlines its content, and at least one breach: https://en.m.wikipedia.org/wiki/Budapest_Memorandum_on_Secur...
Re: TSMC at the head of history’s tide: two high walls and one sharp knife
#8Interesting read. A little "florid" perhaps, some turns of phrase probably don't survive translation. I don't envy anyone who works the midnight shift in a 24/7 r&d boilerhouse. Liver eater indeed. Given US strategic concerns in VLSI we are probably going to see another slightly different chapter in this story:TSMC being induced to bring core IPR inside domestic US production, presumably for cash injection and guaran…
Inducing TSMC to bring production capability into the US is all benefits for the US but strategically it is bad for Taiwan.
Indeed, if there are enough fabs in the US then the continued availability of fabs in Taiwan is much less important for the US, and thus Taiwan becomes less important for the US, which obviously has consequences in terms of any US involvement in defence of Taiwan in case of a military conflict with the mainland.
This is the US protecting themselves.
But Taiwan and TSMC don't really have a choice.
Re: TSMC at the head of history’s tide: two high walls and one sharp knife
#9Earlier quoted context omitted.
Taiwan would be foolish to believe such American promises. The USA made similar promises to Ukraine in the Budapest memorandum (under Clinton), and subsequently did not fulfill its obligations (under Obama).
Could you be a bit more specific in what agreement the Obama admin did not honor? Which parts and how?
He's implying Euromaiden in 2014 as a EU and US instigated event to erode Ukraine's political independence, thus, justifying Russia's invasion of the Crimea.
We should know by now whenever region moves away from an authoritarian power's orbit is regarded by these powers' as some kind of foreign influence and subversive operation. They think it's impossible that the people themselves actually don't like authoritarian governments. It's the same in Russia, China, Iran, North Korea etc etc etc.
Re: TSMC at the head of history’s tide: two high walls and one sharp knife
#10Interesting read. A little "florid" perhaps, some turns of phrase probably don't survive translation. I don't envy anyone who works the midnight shift in a 24/7 r&d boilerhouse. Liver eater indeed. Given US strategic concerns in VLSI we are probably going to see another slightly different chapter in this story:TSMC being induced to bring core IPR inside domestic US production, presumably for cash injection and guaran…
Taiwan would be foolish to believe such American promises. The USA made similar promises to Ukraine in the Budapest memorandum (under Clinton), and subsequently did not fulfill its obligations (under Obama).
Europe and the US never wanted to be forced to intervene in Ukraine, hence why they were not in a rush to consider Ukraine's push to join NATO.
The Budapest memorandum does not make any promises to help. Regarding Crimea, the breach is Russia's, not the West's.