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TSMC’s dominance poses risks to the global economy

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61–70 of 107 posts

Re: TSMC’s dominance poses risks to the global economy

#61
post #55

Earlier quoted context omitted.

Could you elaborate more on why China is a hostile military power?

The very question indicates that we live in different universes, and in your China never threatens Taiwan with violent reattachment nor plays provocation games with military jets.

And US on the other hand, never waged any war?

Re: TSMC’s dominance poses risks to the global economy

#62
post #46

Earlier quoted context omitted.

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.

China is doing everything it can to create a domestic chip industry, even going so far as to poach TSMC engineers to support SMIC. To suggest that they have no domestic use for TSMC and its products is ignoring reality.

TSMC needs lots of clients to survive, fabs are very heavy assets, I said "barely any use", not "no use".

Re: TSMC’s dominance poses risks to the global economy

#63
post #55

Earlier quoted context omitted.

Could you elaborate more on why China is a hostile military power?

The very question indicates that we live in different universes, and in your China never threatens Taiwan with violent reattachment nor plays provocation games with military jets.

IDK why I cannot reply directly to you, but I am not even an American.

And China has about as much right to govern Taiwan as the Habsburg-Lothringen dynasty to govern Czechia.

But you do not seem to deny that China acts in a hostile way towards Taiwan. You switched to "someone else has a dirty conscience too" defense.

Re: TSMC’s dominance poses risks to the global economy

#64

Earlier quoted context omitted.

The very question indicates that we live in different universes, and in your China never threatens Taiwan with violent reattachment nor plays provocation games with military jets.

IDK why I cannot reply directly to you, but I am not even an American. And China has about as much right to govern Taiwan as the Habsburg-Lothringen dynasty to govern Czechia. But you do not seem to deny that China acts in a hostile way towards Taiwan. You switched to "someone else has a dirty conscience too" defense.

For the record I'm saying "US is far more dirtier" not "someone else has a dirty conscience too", that's a pretty good defense IMHO, you see, somebody else in this post suggested US should stick a military/naval base in Taiwan, what do you think?

"you do not seem to deny that ...", I didn't deny it immediately since it's a bit far fetched to argue comparing to the previous paragraph, we even bombed a small island with no people for twenty years(keyword: Second Taiwan Strait Crisis), but that's history, does Xi want Taiwan back? of course, does Xi want to go down as a tyrant? of course not, look at history, we got HK and Macau back, peacefully, remember that.

On the other hand, recently, Taiwan government refused vaccines from China, I think they really went too far.

Re: TSMC’s dominance poses risks to the global economy

#65

Earlier 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.

"For anyone waiting for US to exercise justice on this matter, might want to read that article about Secretary Clinton considering selling Taiwan to China."

My previous comment on a previous post: https://news.ycombinator.com/item?id=26382543

Seems relevant.

Re: TSMC’s dominance poses risks to the global economy

#66
post #17

Earlier quoted context omitted.

China will not attempt to invade Taiwan (at least not now). But the threat of invasion will be continued to played up in US politics in order to support increased military spending and aggressive industrial policies towards US allies (in particular Taiwan but also South Korea).

If Xi considers unification to be his legacy, there is a high risk of invasion.

Wouldn't that make WWIII his legacy?

Re: TSMC’s dominance poses risks to the global economy

#67

Earlier quoted context omitted.

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?

Unfortunately, it seems the path the world is taking is to become less dependent on Taiwan and China while avoiding upsetting China. We're going to see a repeat of these events 20 years from now when Vietnam's economy grows, thanks to manufacturing relocation, and we're just as dependent on them for various things. Right now the world is hoping and praying that Vietnam will liberalize when money flows in, but it's mo…

They tried to relocate manufacturing to Vietnam (and Thailand?) due to labor cost increase in China, then labor cost increased in Vietnam/Thailand too, not a very successful story.

Re: TSMC’s dominance poses risks to the global economy

#68

By the way, does the mainland China have the technologies to produce the chips Taiwan does too?

Not at the level that TSMC does. TSMC gets their lithographic machines from ASML, which leads the industry by a large margin. So far, China has not been able to acquire its most cutting-edge machines. They are currently relegated to using older fab generations.

Among the rest this means mainald China also depends on importing Taiwan-produced chips (and probably wouldn't want to disrupt their supply) doesn't it?

Re: TSMC’s dominance poses risks to the global economy

#69
post #20

Earlier quoted context omitted.

Can a place be recognized as a country by the UN if a Security Council member vetos?

Perhaps, if all the rest of the security council members and other countrises recognize it individually. You can veto a UN decision but not a sovereign country decision.

There is no way Russia will join other countries in such a UN recognition of Taiwan, as it will open a very nasty door for them regarding the Crimea...

So 2 of the 5 permanent members of the UN is already not going to do this.

And it is not only limited to non-western countries, the same argument holds for Spain with Catalonia for instance.

Real-politik is complicated.

Re: TSMC’s dominance poses risks to the global economy

#70
post #12

Here 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 ).

East Asian IC supply chains in general, PRC/TW/JP/SKR accounts for ~75% of global IC capacity. Losing TSMC in war over TW will set the world back 1-2 nodes and ~10 years. Having expansive regional war (i.e. US trying to defend TW from JP/SKR bases) that knocks out the regions semi will set world back decades of capex. It's almost like MAD for semiconductors until enough gets reshored away from east asia.
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