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

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471–480 of 511 posts

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

#471
post #239

Earlier quoted context omitted.

This is also why there won't ever be a European Silicon Valley. Paris isn't going to support any Europe-wide effort to create one that isn't located in the Hexagon, nor will Berlin support one that isn't somewhere in Germany. London pre-Brexit would not and did not support anything that might take away from Silicon Fen. While other US states encourage their own tech centers' growth, Floridians and New Yorkers and Tex…

Part of the problem is that in Europe they go about these initiatives by throwing grant money and government programs at it. This can create jobs, and they can become efficient at extracting grant money, but it doesn't necessarily create a self-sustaining economic engine. In my opinion Europe needs to go about it via policy, and maybe even culture, rather than funding. Get rid of non-competes. Make financing less sca…

> Make financing less scary for founders and make bankruptcy less punishing - my understanding is that in the EU, a startup failing can destroy a founder's life financially.

Every type of company other than the very basic person-level companies are of a limited liability type, so i don't see how that'd be the case, but haven't done it so maybe I'm missing something.

> Controversially, roll back overly permissive or complex labor laws that make it difficult to fire and hire

Do you think the majority of the population would accept to be worse off, on the chance that there might be some more innovation and money in tech? Why would they? People like not having to worry if their boss is an asshole and makes them do a dangerous job on the fear of getting fired, having affordable healthcare, paid vacation time. Few people would be willing to sacrifice such comforts and the lack of stress associated for the potential benefit of few.

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

#472
post #271

Earlier quoted context omitted.

As a first pass, wouldn't this be good for China? TSMC was strategic for Taiwan, as a military takeover of Taiwan (where the plants will likely be damaged or scuttled) would be economically damaging for the US. That might be a bit different if the US has enough high-the fabs internally. I'd love to hear better analysis; I'm not confident of my understanding here.

China will do everything it can to keep the factories in a war, it’s likely the US would offer a lot of Taiwanese US visas especially those in tech, it’s likely the Taiwanese people will have a general strike and the whole place will be very unpleasant to live in after probably many hundreds of thousands of Chinese dead due to choke points getting onto the island. It’s likely after an invasion most production for the…

like we still do business after they invade HK?

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

#474

Earlier quoted context omitted.

> But California is trending down economically. This has been increasing for a decade and accelerated due to covid. Is there some sort of higher-information content article or video you can post than that YouTube video? It's a slow roll out of rather basic history with some unsubstantiated claims thrown in in the first 6 minutes, and I'm not going to waste any more time on that. Particularly when it's talking about a…

Why don't you watch that video again with less biased eyes. The video never ever even mentioned California was in an economic downturn. It said California was going through economic turbulence and called it a bump in the road in the first few minutes. I recommend you watch that video despite it's length. It's much more digestible then raw statistical data and scientific papers. The YouTuber is an economist and his vi…

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

#475

Earlier quoted context omitted.

Russia did it in Crimea by barely firing a shot. Everyone took note. Taiwan may be 'grabbed' with little violence, and China can promise 'certain freedoms' (i.e fake democracy) so that feckless leaders around the world can 'save face' and say 'oh, we don't like it, but it's not that bad, please keep buying our crap, so we can buy your crap'. China takes the 'long view' - long enough that it supercedes any populist cy…

I don't think you can say that the West ignored Crimea. There are still sanctions against Russia and they are not going to be lifted anytime soon. The thing about Crimea is that it's in a slatemate where neither side can displace each other without sacrificing huge resources. So it's basically at the same place for years. https://youtu.be/nR7XAcArAa0 The problem with invading Tawian is that there is a basically a sin…

The West reaction to Crimea was exactly what I was alluding to: nothing but an effette attempt to face save a little bit.

It was encouraging enough for Putin to try the same thing in the Baltic states, thankfully, NATO reacted ahead of time.

"The problem with invading Tawian "

They're not going to invade with amphibious ships.

They're going to invade by stripping the country of it's economic viability, by fomenting agitators, corrupting politicians, stuffing ballots. And then support the coup at the right time.

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

#476
post #254

Earlier quoted context omitted.

The situation with Taiwan (an independent - if unrecognised - country) is very different to HK which was a separately governed province of China.

This statement conflicts with my understanding of the British rule of Hong Kong and the accords under which is was placed under the sovereignty of China.

China's treatment of HK was supposed to be regulated by a treaty with the UK - but as you point out it was under the sovereignty of China.

That's pretty different to Taiwan which has never been under the sovereignty of China.

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

#477

Earlier quoted context omitted.

HK was always going g to be returned to the Chinese. It took 20 years for the charade to end, but the situation is different to Taiwan.

You’re not responding to the point. There was a clear deal in place regarding how China could govern/change Hong Kong, with strict timelines. China broke its word and trashed the deal. Eventual certainty notwithstanding — the CCP demonstrated (as it has oh so many other times) that their word is unusually unreliable, even in the shitty arena of international politics.

That's the point I was making originally btw.

HK relies on Chinas word. Taiwan doesn't.

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

#478
post #476

Earlier quoted context omitted.

This statement conflicts with my understanding of the British rule of Hong Kong and the accords under which is was placed under the sovereignty of China.

China's treatment of HK was supposed to be regulated by a treaty with the UK - but as you point out it was under the sovereignty of China. That's pretty different to Taiwan which has never been under the sovereignty of China.

> That's pretty different to Taiwan which has never been under the sovereignty of China.

You see, if China agreed with your statement diplomacy would be a lot easier. But few things anger the Chinese more than asserting that it does not have sovereignty over Taiwan, the only other one I can think of is that Tibet should be free to be its own country.

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

#479
post #232

I wonder how significant it is that there is all this worldwide expansion of chip making factories just as we get to 3nm architectures, I say that because there aren’t very many nm’s left, what happens when we get to zero?

I wonder if the end of chip performance improvements could cause a short term boost in manufacturing investment and sales. Instead of chip investments in products and data centers surely becoming obsolete in a few years, useable lifetimes could be measured in decades if the chip designs and performance are not expected to change. If you can get 30 years out of a data center investment instead of 5, you can spend a lo…

It’s certainly interesting to think about. We’ve been accelerating these chip improvements at exponential rates for a lot of years, and essentially just as we hit the highest speed ever, and highest dependence, we are going to hit a brick wall of sorts. There’s going to be a massive spill over somewhere. Unless there’s some new fancy hardware invention, then the next thing to happen will be a software optimisation mania.

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

#480
post #415

Earlier quoted context omitted.

Please share the examples of the US “unilaterally invading” countries in Africa. I’m not aware of an example, but I’d love to learn something new. If you are using fuzzy rhetoric to refer to various forms of political interference (clandestine or otherwise, legal or otherwise)... I would agree. But then the comparison vs. China and other world powers gets a lot muddier. Even the comparison between world powers and lo…

You have misread the comment and mixed up two separate but undeniably true things: 1. "... USA involvement in toppling some governments here" - if we go by the 20th and 21st Centuries we have at least Egypt (1952), Angola (from 1975 onwards), Congo/Zaire (1960s, 1977, 1978, 1996) and most recently Libya (2011). 2. "A country I know for certain it has invaded unilaterally others (USA)" - so numerous and well known it'…

The comment was written in a way that seemed to casually comingle the two claims.

Your #2, despite your smug certainty, is wrong as well. Go ahead and name some. I promise none were “unilateral invasions”.

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