I believe this is some political campaign to get financial support for certain endeavors.
TSMC’s dominance poses risks to the global economy
41–50 of 107 posts
Re: TSMC’s dominance poses risks to the global economy
#42It's interesting to think about what the solutions to this problem are. The advantages of buying from TSMC are presumably they have a lead in both technology and cost that will make your product better and cheaper. The disadvantages are that in natural disaster or war/military event the chips won't be available and you'll have difficulty shipping your products. It's very hard for a company to take the latter seriousl…
The solution is to collectively, clearly, and politely tell the Communist Party of China to get fked. A lot of companies will lose money and a lot of things will get expensive, but it’s either rip the bandaid off now or amputate a limb later. Does the world have the courage to do it?
The world didn't tell Russia to get fked when they occupied Crimea and started a shadow war with Ukraine.
There is a very simple way of telling a country to revert course: deem their passports no longer valid. Fundamentally, the right to move between countries is provided by the International Covenant on Civil and Political Rights Article 12 which says "Everyone shall be free to leave any country, including his own" but then continues "The above-mentioned rights shall not be subject to any restrictions except those which are provided by law, are necessary to protect national security, public order (ordre public), public health or morals or the rights and freedoms of others, and are consistent with the other rights recognized in the present Covenant".
For China, it'd be even easier since they signed but didn't ratify this treaty despite it has been signed in 1966 and in force since 1976.
Re: TSMC’s dominance poses risks to the global economy
#43Been thinking about this for a few weeks. Taiwan is profiting immensely from semiconductors, that means demand for semiconductors is very high. This was also the case before 2020. So, manufacturing semiconductors is profitable. It is clear to me that if semiconductor production was doubled overnight, many new industries making use of the newly available cheap chips could arise and bring innovation. Why only Taiwan? T…
If it's so profitable, why can't you take the hit on the higher tax rate?
Re: TSMC’s dominance poses risks to the global economy
#44Been thinking about this for a few weeks. Taiwan is profiting immensely from semiconductors, that means demand for semiconductors is very high. This was also the case before 2020. So, manufacturing semiconductors is profitable. It is clear to me that if semiconductor production was doubled overnight, many new industries making use of the newly available cheap chips could arise and bring innovation. Why only Taiwan? T…
If it's so profitable, why can't you take the hit on the higher tax rate?
You could, but profit still needs to be larger than real interest rate. Also, in that circumstance you like would invest it in Taiwan, as it would give higher returns
Re: TSMC’s dominance poses risks to the global economy
#45Earlier quoted context omitted.
The solution is to stop playing the bullshit game of Taiwan non-recognition, give it a seat in the UN and protect it.
I support recognising Taiwan. But doing so won't make it any more secure.
The Taiwan government would probably welcome some US military/naval bases.
Re: TSMC’s dominance poses risks to the global economy
#46Here is another headline, The world relies on two chip marker in South Korea for NAND and DRAM, leaving Everyone Vulnerable. Although arguably NAND and DRAM are commodities, and US already has a back up strategy ( Micron ).
South Korea is not 100 miles from China and has a massive US military presence. This article is about the very real danger that China invades Taiwan - which it has already stated it wants to do (in case the military flyovers were not convincing) - and cuts off the world from the best silicon.
I'd like to remind you, TSMC's most famous clients, Apple, Qualcomm, NVIDIA, AMD, happens to be US companies, IF what you said really happens, basically China gets a steaming pile with barely any use.
Re: TSMC’s dominance poses risks to the global economy
#47By the way, does the mainland China have the technologies to produce the chips Taiwan does too?
Re: TSMC’s dominance poses risks to the global economy
#48Earlier quoted context omitted.
I support recognising Taiwan. But doing so won't make it any more secure.
The Taiwan government would probably welcome some US military/naval bases.
Yeah. There is an airbase I think? The US took it over from Japan but I'm not sure its really used...
I think if I were Taiwan, it would be US bases or we leave the NPT and build some warheads...
Re: TSMC’s dominance poses risks to the global economy
#49By the way, does the mainland China have the technologies to produce the chips Taiwan does too?
Keyword: SMIC
TLDR: not there, at least yet.
Re: TSMC’s dominance poses risks to the global economy
#50TSMC are a critical piece of the world's infrastructure. The fact that car makers are grinding to a slowdown and for particular assemblies, a complete halt, is very telling. The automakers themselves now fully appreciate just how critical TSMC really are. If they weren't critical, then they'd already have an alternate supply ready right now. But they don't. Its TSMC being pressured to increase production capacity, no…
"is a critical piece of ...", yeah, so are oil drilling, and proxy war, and many other things.