511–520 of 543 posts
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> Toyota -> US you dont pay tariffs if you produce locally. not hard to understand.
US-Japan trade war was a big thing, and Japan relies on US for national security. There was no option not to manufacturing in the US.
Good luck with that bet in the future.
Great news for the US. Great news for Apple, AMD, and Nvidia. Not so good news for Taiwan. The fact that the whole tech world is dependent on chips produced in Hsinchu is a huge advantage for the safety of Taiwan. Moving the fabs and talent further away from the island will not benefit the people of Taiwan at all. TSMC with its global influence has been a huge factor for guaranteeing safety of the island and peace in…
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> Took a peak at the apple store, there is no $800 Macbook for sale $849 https://www.apple.com/shop/refurbished/mac/macbook-air
To be fair if we're talking about used you can get $1200 new windows laptops for $800 used too so not really a fair comparison.
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> The fact that the whole tech world is dependent on chips produced in Hsinchu is a huge advantage for the safety of Taiwan. That's a very cynical view. What exactly does Ukraine produce that's so important for the West?
https://www.reuters.com/technology/exclusive-ukraine-halts-h... > WASHINGTON, March 11 (Reuters) - Ukraine's two leading suppliers of neon, which produce about half the world's supply of the key ingredient for making chips, have halted their operations as Moscow has sharpened its attack on the country, threatening to raise prices and aggravate the semiconductor shortage.
The US has given Ukraine more than 50 billion in military aid. That’s more than double the annual neon gas market … every single day.
[1] https://www.industryarc.com/Research/Neon-Gas-Market-Researc...
Great news for the US. Great news for Apple, AMD, and Nvidia. Not so good news for Taiwan. The fact that the whole tech world is dependent on chips produced in Hsinchu is a huge advantage for the safety of Taiwan. Moving the fabs and talent further away from the island will not benefit the people of Taiwan at all. TSMC with its global influence has been a huge factor for guaranteeing safety of the island and peace in…
Great news for the US. Great news for Apple, AMD, and Nvidia. Not so good news for Taiwan. The fact that the whole tech world is dependent on chips produced in Hsinchu is a huge advantage for the safety of Taiwan. Moving the fabs and talent further away from the island will not benefit the people of Taiwan at all. TSMC with its global influence has been a huge factor for guaranteeing safety of the island and peace in…
> TSMC with its global influence has been a huge factor for guaranteeing safety of the island and peace in the Taiwan strait. This narrative is echoed around the internet, but if you study the actual history of the Taiwan Strait Crises (which started before the semiconductor was invented), it never comes up in official discussion or analysis. See Kissinger, for example. Cynically, this narrative was possibly promoted…
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Think about that for a second: why would they want to be relocated? And when is the last time you can remember someone deciding "let's relocate these other people that I'm not part of" and that being okay? I mean, one of these relocations is literally called "march of tears".
35 million or so Latin Americans have relocated themselves to the US, even piled into dark crowded trucks and given up their life savings to dangerous coyotes, to do so. I would imagine the the specter of Communist China knocking on your door and breathing down your neck would be a motivator for many Taiwanese. And there would be a great opportunity for the US to welcome them with open arms as allies
Great news for the US. Great news for Apple, AMD, and Nvidia. Not so good news for Taiwan. The fact that the whole tech world is dependent on chips produced in Hsinchu is a huge advantage for the safety of Taiwan. Moving the fabs and talent further away from the island will not benefit the people of Taiwan at all. TSMC with its global influence has been a huge factor for guaranteeing safety of the island and peace in…
> The fact that the whole tech world is dependent on chips produced in Hsinchu is a huge advantage for the safety of Taiwan. That's a very cynical view. What exactly does Ukraine produce that's so important for the West?
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> The fact that the whole tech world is dependent on chips produced in Hsinchu is a huge advantage for the safety of Taiwan. That's a very cynical view. What exactly does Ukraine produce that's so important for the West?
Every Russian soldier, vehicle, or round of ammunition expended in Ukraine for increasingly diminishing returns is a Russian soldier, vehicle, or round of ammunition that will never harm a NATO member.
Sure, and it's also 10 dead Ukrainian soldiers that will never return to their families, and a few thousand people living an extra day in war, and a few hundred more Ukrainian refugees that must be subsidized in Europe, a few dead Ukrainian civilians that die of Russian shelling, and a few dead Ukrainian civilians in Donbas that die of Ukrainian shelling, and the further demilitarization of both NATO and the US as they run out of munitions and equipment to send (and lack the industrial base to make up for the shortfall). It is also a few more percent lopped off of European GDP as the continent plunges into a steep recession due to the energy crisis.
It is only by weighing of the lives of the people in the conflict at zero that the U.S. justifies prolonging this proxy war and continuing to arm and subsidize Ukraine.
It is truly willing to fight Russia until the last Ukrainian, and until Europe is completely de-industrialized.
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It is categorically NOT a huge win for the stock. This is all happening because of US subsidies. The US has more expensive workers who are overall worse at the job and don't have the expertise to be compete with the people in Taiwan. The subsidies only make this a viable option for political reasons. The decision to create a fab in Arizona is strictly speaking unprofitable and essentially a economically irrational mo…
> The US has more expensive workers who are overall worse at the job and don't have the expertise to be compete with the people in Taiwan. Putting the rest of your statement aside, this is a very silly thing to say. The United States invented the IC and started silicon age. Integrated circuits made in Silicon Valley were literally on the moon at the same time that Taiwan was still an incredibly poor country living un…