lol, what kind of reason is that? Existing thanks to the US' military means what exactly?
Taiwan as a sovereign state wouldn’t exist without US backing. And at least reading between the lines with China, Taiwans days are numbered. They’re choice is move their factories offshore or give them up to China.
> Taiwan as a sovereign state
Does the USA recognize Taiwan as a sovereign state? No.
Does the PRC recognize Taiwan as a sovereign state? No.
Does Taiwan recognize itself as a sovereign state separate from mainland China? No.
Not even close. Hong Kong was at the end of a 100 year lease to UK from mainland China. Taiwan is China's previous regime military holdout. There is no soft (diplomatical) path for it's reintegration into mainland, ever. Observe that HK's didn't go that smoothly, either even if it was only a "change of administration".
Seems like a well sourced video. Here are some notes of what's discussed: - The factories are not joint ventures, they are fully owned by Taiwan. - Build-outs in US are not going to be the most cutting edge technology. - TSMC has ~$36bn in capital expenditures in 2022. The Arizona fab is ~$9bn a year. Majority of TSMC investment remains in Taiwan. - TSMC produces ~15m waifers a year, ~80% produced in Taiwan. Arizona…
Except video skips the primary purpose/argument of reshoring onto US soil is de-risking in case of potential PRC-TW scenario. In which case US will likely nationalize these fabs, aka stealing, for even the small but critical strategical capacity they fill. The more accurate assessment is America is setting up contingency to steal some of TSMC in event of PRC trying to steal most of TSMC. Or that Chang wasn't exactly…
You can even get ChatGPT to write an entirely plausible speech from the President declaring that event:
> Write a impassioned speech for an American wartime president making a speech declaring the immediate nationalization of the Arizona TSMC chip fab for national security reasons.
Posting ChatGPT spew is very tedious, but it completely nails it.
Seems like a well sourced video. Here are some notes of what's discussed: - The factories are not joint ventures, they are fully owned by Taiwan. - Build-outs in US are not going to be the most cutting edge technology. - TSMC has ~$36bn in capital expenditures in 2022. The Arizona fab is ~$9bn a year. Majority of TSMC investment remains in Taiwan. - TSMC produces ~15m waifers a year, ~80% produced in Taiwan. Arizona…
Except video skips the primary purpose/argument of reshoring onto US soil is de-risking in case of potential PRC-TW scenario. In which case US will likely nationalize these fabs, aka stealing, for even the small but critical strategical capacity they fill. The more accurate assessment is America is setting up contingency to steal some of TSMC in event of PRC trying to steal most of TSMC. Or that Chang wasn't exactly…
Why should the US nationalize these fabs? I mean, regardless of whether China invades Taiwan or not, the fabs located in the US are owned by TSMC, and TSMC is owned by TSMC's shareholders, which will likely remain the same regardless of whether the state of Taiwan still exists...
Seems like a well sourced video. Here are some notes of what's discussed: - The factories are not joint ventures, they are fully owned by Taiwan. - Build-outs in US are not going to be the most cutting edge technology. - TSMC has ~$36bn in capital expenditures in 2022. The Arizona fab is ~$9bn a year. Majority of TSMC investment remains in Taiwan. - TSMC produces ~15m waifers a year, ~80% produced in Taiwan. Arizona…
TSMC is a public company. Last news I see shows a drop to 73% of the company being foreign-owned. The biggest shareholders are American. It might be more accurate to say it's an American company that operates in Taiwan.
I'm an American in the tech industry (shocker). I've worked in chip design, but not chip manufacturing. I don't know very much about the manufacturing side of things but I know enough to confidently say the industry is huge and very much entagled with the global economy. It's not going to turn around overnight, or overdecade, if that's even a word. But beyond that, I look where our country is, our values and our cult…
I wonder which part of this got me downvoted, the 1st or the 2nd.
In 20 years when tsmc has effectively transferred to america, taiwan will stop being contested and go the way of other chinese islands like hk. This is the logical solution to the us-china cold war.
indeed.. the US "strategic ambiguity" policy towards Taiwan is eroding as a recent major test against it was Nancy Pelosi's visit
lol, what kind of reason is that? Existing thanks to the US' military means what exactly?
Taiwan as a sovereign state wouldn’t exist without US backing. And at least reading between the lines with China, Taiwans days are numbered. They’re choice is move their factories offshore or give them up to China.
>They’re choice is move their factories offshore or give them up to China.
Then the question is why wouldn't they want to give them to PRC? TW semi was expanding fabs in mainland before US export controls, TW semi workers were being handsomely rewarded with huge compensation packages until DPP cracked down on cross strait headhunting/recruitment. Both profitable TW semi industry and underpaid TW semi workers benefitted massively from integrating with PRC semi, their choice was to give up to PRC, until (US) politics made that not a choice. So at least in that sense US stole the opportunities of TW semi that saw benefits to closer integration with - giving up - to PRC.
Taiwan as a sovereign state wouldn’t exist without US backing. And at least reading between the lines with China, Taiwans days are numbered. They’re choice is move their factories offshore or give them up to China.
> give them up to China I'm not sure the US would let this happen. Maybe they'd just level the factories with cruise missiles before China can get hold of them.
Maybe if it was a WW3 scenario, but otherwise where would we get our chips?
Taiwan as a sovereign state wouldn’t exist without US backing. And at least reading between the lines with China, Taiwans days are numbered. They’re choice is move their factories offshore or give them up to China.
> give them up to China I'm not sure the US would let this happen. Maybe they'd just level the factories with cruise missiles before China can get hold of them.
It is pretty well known that TSMC's factories and most other important Taiwanese industries that china would really like to get a hold of are already rigged to blow if needed.