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TSMC looks to double down on U.S. chip factories as talks in Europe falter

reuters.com

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Re: TSMC looks to double down on U.S. chip factories as talks in Europe falter

#41
post #30
post #28

I've been thinking about what would happen if there's an actual military crisis between China and Taiwan. I wonder if the United States would allow (and aid with) unlimited immigration from Taiwan for educated specialists, in an attempt to capture/retain as much skills and knowledge as possible.

The US should invite Taiwan to become the 50-nth state. Perhaps several states, to give them more Senate votes. Numerous polls of the Taiwanese show that they would want to join the US if given the choice between independent statehood, joining the mainland, and joining the US. Plus, the US gets a nice permanent military base and gets to monitor all future Chinese submarine activity. If China attacks a US state, it wo…

I suspect we will never see additional states added to the USA. It’s a very politically divisive topic.

I could see Taiwan becoming a US territory, but I doubt as a nation they would really like that.

Either of these options woii I led probably be viewed by China as an act of war...

Re: TSMC looks to double down on U.S. chip factories as talks in Europe falter

#42
post #10

> EU industry commissioner Thierry Breton, who has championed the Eurofab idea, also spoke with TSMC's Europe president, Maria Marced, last month. Although Breton publicly called the TSMC talk a "good exchange," a second person familiar with the matter said the TSMC talks in Europe have gone "very poorly." Sometimes it seems that EU politicians want to be seen as cutting a hard bargain with industry that they actuall…

Yeah, that probably mixed with the idea that they should leave the space to local players (who will magically develop a cutting edge know-how?)

It's not hopeless for the EU—many of the necessary machines for any reasonably recent chip fab come from European companies, e.g. ASML.

Re: TSMC looks to double down on U.S. chip factories as talks in Europe falter

#43
post #28

I've been thinking about what would happen if there's an actual military crisis between China and Taiwan. I wonder if the United States would allow (and aid with) unlimited immigration from Taiwan for educated specialists, in an attempt to capture/retain as much skills and knowledge as possible.

It has been done in the past, Taiwan is a special topic for the US, I don't know that they would let it get to that point without intervening either diplomatically or militarily.

Right, I'm just thinking that long-term military intervention to prevent capture/annexation of Taiwan is completely impossible, but short-term intervention meant to extract as many Taiwanese as possible prior to inevitable capitulation is very much an option.

Re: TSMC looks to double down on U.S. chip factories as talks in Europe falter

#44

You guys ever wonder why they don't choose California? These factories have huge environmental impacts that California is not okay with. These factories produce massive amounts of waste that cannot be recycled. This is also very likely to be the same exact reason as to why these talks didn't go so well in Europe. Arizona like Texas is more business friendly at the expense of not looking out for the well being of peop…

I don't really like the euphemism of "business friendly" when it means "companies don't have to pay for their externalities." California is extremely entrepreneur-friendly, and have absolutely massive amounts of business compare to Arizona or Texas. The externalities are not minor either, there are 23 superfund sites in Santa Clara county from Silicon Valley's early years, where they did not bother to properly dispos…

Having started and operated small businesses in California, North Carolina, and Texas, my experience was that California was by far more onerous and expensive than the other two (which were about the same).

Re: TSMC looks to double down on U.S. chip factories as talks in Europe falter

#46
post #43

Earlier quoted context omitted.

It has been done in the past, Taiwan is a special topic for the US, I don't know that they would let it get to that point without intervening either diplomatically or militarily.

Right, I'm just thinking that long-term military intervention to prevent capture/annexation of Taiwan is completely impossible, but short-term intervention meant to extract as many Taiwanese as possible prior to inevitable capitulation is very much an option.

> I'm just thinking that long-term military intervention to prevent capture/annexation of Taiwan is completely impossible.

You mean by China? I would certainly agree. Even with most countries not acknowledging Taiwan nationhood I would expect a strong international reaction to any military action by China due to Taiwan's special place in international technology exports.

Re: TSMC looks to double down on U.S. chip factories as talks in Europe falter

#47
post #30
post #28

I've been thinking about what would happen if there's an actual military crisis between China and Taiwan. I wonder if the United States would allow (and aid with) unlimited immigration from Taiwan for educated specialists, in an attempt to capture/retain as much skills and knowledge as possible.

The US should invite Taiwan to become the 50-nth state. Perhaps several states, to give them more Senate votes. Numerous polls of the Taiwanese show that they would want to join the US if given the choice between independent statehood, joining the mainland, and joining the US. Plus, the US gets a nice permanent military base and gets to monitor all future Chinese submarine activity. If China attacks a US state, it wo…

We can't even get DC statehood which is very popular, DC residents want it hugely. Republicans block it. I would go for PR too, maybe a tradeoff since it's not reliably blue like you might imagine - or at least the 'blue' most people think of Dem.

Re: TSMC looks to double down on U.S. chip factories as talks in Europe falter

#49

You guys ever wonder why they don't choose California? These factories have huge environmental impacts that California is not okay with. These factories produce massive amounts of waste that cannot be recycled. This is also very likely to be the same exact reason as to why these talks didn't go so well in Europe. Arizona like Texas is more business friendly at the expense of not looking out for the well being of peop…

> Ironically, right now by being more business friendly more people want to move to places like Arizona or Texas for jobs. This isn’t “ironically”, this is literally the primary argument in favor of this policy angle.

The entire purpose of business regulation is to protect the people.

People choosing to give up this protection is the irony.

For example. Tobacco kills people. Government looks out for the interests of the people and regulates Big Tobacco. So Big Tobacco moves to a place where it is unregulated and free to distribute tobacco even to minors. People "IRONICALLY" against their own self interest follow the company because of jobs and money.

The above is just an example made really obvious. For semiconductors it's not so obvious. What exactly is the harm? It's not so evident, you need to do research to find out.

Re: TSMC looks to double down on U.S. chip factories as talks in Europe falter

#50
post #30
post #28

I've been thinking about what would happen if there's an actual military crisis between China and Taiwan. I wonder if the United States would allow (and aid with) unlimited immigration from Taiwan for educated specialists, in an attempt to capture/retain as much skills and knowledge as possible.

The US should invite Taiwan to become the 50-nth state. Perhaps several states, to give them more Senate votes. Numerous polls of the Taiwanese show that they would want to join the US if given the choice between independent statehood, joining the mainland, and joining the US. Plus, the US gets a nice permanent military base and gets to monitor all future Chinese submarine activity. If China attacks a US state, it wo…

The day this is even seriously proposed, China invades Taiwan.

And anyway, the vast majority of Americans wouldn't see and attack of a Taiwanese US state as a Pearl Harbor because its non sensical. Taiwan has 100 million people. Theres no way that population transfers to create the bonds necessary to make Taiwan “American” could occur. Hawaii had been a US colony for 50 years and mainland Americans had moved in displacing the natives. What is nationhood for you? How is Taiwan in any way American? They have little in common with us, yet you would make them the largest US state?

Taiwan is Chinese. Their family bonds are deep, and they share a common language and culture. The ancestor shrines for most Taiwanese (being refugees from the mainland) are in China.

Itd be much better to recognize Taipei as China and Beijing as a de-facto, yet criminal, ruler like we did before Nixon.

Either way, Taipei is perfectly capable of defending itself. Allied with Korea and a re-militarized Japan, they’d be the most fearsome military power in the world.

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