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Is America Stealing TSMC?

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Re: Is America Stealing TSMC?

#51
post #22

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…

(not a downvoter)

The timeline to turn the ship around is misleading, whereas ironically if you reflect on turnaround time involved in this critical industry should highlight what is happening.

Taiwan apparently got where it is because of a smart/lucky bet a couple of decades ago. When it made that bet, it wasn't evident it would lead to it being the king of chip manufacturing. As a strategic, capital and ip intensive, this industry is national security level policy for all concerned, consumers and producers and middle men, and instability in global production chain in this industry upsets policy and planning goals, and creates insecurities.

That a political disagreement (US & China) would result in creating insecurity, in a globalist context, regarding chip manufacturing for the next few decades, is a sort of crossing of Rubicon.

As for your second paragraph, don't worry: in the same exact way that starting in 90s corporate controlled culture (which is pretty much everything) had a coordinated campaign to create the image of the New Globalist American (went by a variety of labels) comfortable with the idea of being a "service economy" and their political views shaped to be adaptable to a internationalist mindset.

Now that the globalist project appears to have failed, the corporate media will in due course adjust content, for the 'Adjusted American Model'. You should watch for this event, I predict it will happen soon. Masculine will be OK again. "It's the economy stupid" are possibly the only true words that came out of that mouth.

Re: Is America Stealing TSMC?

#52
post #50

Earlier quoted context omitted.

> 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.

The US position is just politics between super powers. They’re literally sending high technology weapons to counter China. The only body that makes decisions about Taiwan is the Taiwanese government. It has 100% control of the land within its borders. Not sure how much more sovereign you can get than that.

> The only body that makes decisions about Taiwan is the Taiwanese government. It has 100% control of the land within its borders.

Being that the Taiwanese government claims Beijing and Shanghai as being within its borders, I don't think that this is the case.

Re: Is America Stealing TSMC?

#53
post #13

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.

I commented on this a couple of months ago, after looking at a Global Times (purported cpc mouthpiece) cartoon when Pelosi was visiting. "Theft of national heritage" was an odd one to see, and it immediately became clear CPC meant the Taiwanese chip industry. The TSMC CEO also very openly said that post-invasion Taiwan won't have a chip industry.

I also agree with your prediction. If Taiwan's "Chinese cultural heritage" does end up in US, the only other matter that are Taiwan sensitive are controlling the first island chain, and Japan's thoughts on the matter.

Re: Is America Stealing TSMC?

#54

Earlier quoted context omitted.

It will be a carbon copy of HongKongers

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".

   > Taiwan is China's previous regime military holdout. 
Yeah but those guys are all dead, so you're relying on 2nd & 3rd generation citizens to hold the same values. That doesn't generally happen.

Re: Is America Stealing TSMC?

#56
post #54

Earlier quoted context omitted.

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".

> Taiwan is China's previous regime military holdout. Yeah but those guys are all dead, so you're relying on 2nd & 3rd generation citizens to hold the same values. That doesn't generally happen.

Taiwanese may also have the value of "having free elections", I hear those are quite popular and people may not want to give them up. Especially now they can see what happened to HK.

Re: Is America Stealing TSMC?

#57
post #54

Earlier quoted context omitted.

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".

> Taiwan is China's previous regime military holdout. Yeah but those guys are all dead, so you're relying on 2nd & 3rd generation citizens to hold the same values. That doesn't generally happen.

Living in a former colony that's been given abruptly cutoff from motherland and sent to the wolves (ha!) almost 300 years ago, I can tell you firsthand that culture and values actually _thrive_ in the face of adversity. I'd contend that comfort and the lack of conflict is actually the greatest long term threat to cultural identity.

China is patient, but in "Civilisation-game" terms I believe that the strategic, political and economic importance of Taiwan are much to high for the CCP leadership to passively ignore long enough for a "cultural victory".

Re: Is America Stealing TSMC?

#58
post #23

Is HN doing so bad these days that we now have to link to clickbait YouTube videos?

Is HN doing so bad these days that people don't even bother to check the channel or listen to the first 1 min of the video before commenting? Take my downvotes.

I'm looking forward to a nicely packaged AI transcription service for videos. More than just generated captions, but completely converting the video to an article with section headers, screenshots, cleaned up text, etc. A lot of folks (such as myself) really don't like video content.

Re: Is America Stealing TSMC?

#59
post #23

Earlier quoted context omitted.

Is HN doing so bad these days that people don't even bother to check the channel or listen to the first 1 min of the video before commenting? Take my downvotes.

I'm looking forward to a nicely packaged AI transcription service for videos. More than just generated captions, but completely converting the video to an article with section headers, screenshots, cleaned up text, etc. A lot of folks (such as myself) really don't like video content.

Not liking a video isn't an excuse to kneejerk comments.

Re: Is America Stealing TSMC?

#60
post #56
post #54

Earlier quoted context omitted.

> Taiwan is China's previous regime military holdout. Yeah but those guys are all dead, so you're relying on 2nd & 3rd generation citizens to hold the same values. That doesn't generally happen.

Taiwanese may also have the value of "having free elections", I hear those are quite popular and people may not want to give them up. Especially now they can see what happened to HK.

It was explained to me that in mainland China they do have free and fair elections. That they only have one candidate to vote for is just a quibble.
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