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TSMC expected to announce $100B investment in U.S.

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Re: TSMC expected to announce $100B investment in U.S.

#871
post #314

The idea that the US protects Taiwan from a possible Chinese invasion over chips is one of those things that sounds believable but really isn't going to happen. From China’s perspective, the cost of war is much higher than the cost of developing these chips themselves. In the worst-case scenario, they would be 2-3 years behind the cutting edge, which is not mission-critical. Most electronics (civilian or military) do…

I've heard experienced weiqi (go) players use the metaphor that Taiwan is a Ko fight between China and US. That is, the threat of capture is used to exert influence and pressure elsewhere.

Re: TSMC expected to announce $100B investment in U.S.

#872
post #850

I was surprised to learn Taiwan has dabbled in nuclear weapons in the past. They actually got caught developing them and had to swear they'd stop. Given that the US is doing a professional wrestling 'heel turn' and is now The Bad Guys, I wouldn't be surprised if, like NK, they just come out and announce that they have nukes. Honestly, and this is bad for the world but smart in a game theory sense, I think a lot of co…

Nuclear proliferation is the only logical response to this administration. Tripling the number of nuclear armed countries will greatly increase the odds of a hot conflict breaking out which risks the safety of everyone in the world. Of course this fairly straightforward calculus seems beyond what trump/musk are capable of and they are actively working to make Americans safer and less prosperous is countless ways.

They might not care. Musk (et al) seem to be addicted to risk taking.

Re: TSMC expected to announce $100B investment in U.S.

#873

Earlier quoted context omitted.

I don't understand what makes the US "The Bad Guys" in the same sentence that mentions North Korea and China?

Threatening to annex Greenland ( Denmark) Threatening to annex Canada and start a trade war to try to compulse them. Invoking Canadian nationalism instead. Note: he arranged the previous "trade deal" he claims to hate now. Starting a trade war with Mexico, this is actually a source of Fentanyl and I can understand. Camerading with dictators ( Russia), voting the same as them in the UN. Claiming Russia isn't the aggre…

> US is getting more and more hate from literally everywhere in a very short time because of that. A lot is changing very quick and it won't take 4 years until Trump is gone. > The entire world is pretty sure that Trump will take the US in a dictatorship and is going to loosen ties.

Do you have a source for this or is it just some vibey rant? That last part seems ridiculous.

Re: TSMC expected to announce $100B investment in U.S.

#874

Earlier quoted context omitted.

Taiwan can still blow up their TSMC plants and fire conventional missiles at the three gorges damn to inflict near nuclear results on China.

Neither of which would achieve any strategic goals. TSMC is only important because Western economies crave cutting edge silicon and causing a natural disaster by destroying the dam would not only strengthen the resolve of the Chinese public but alienate the rest of the world.

TSMC chips are used in basically everything military - computers obviously, but also tanks, planes, carriers, signals....

Taiwan would be quite invested in TSMC being a supplier of these.

Re: TSMC expected to announce $100B investment in U.S.

#875
post #351

Earlier quoted context omitted.

> Taipei needs nukes This essay explains very lucidly why it's not as straightforward as you think: https://taipology.substack.com/p/no-nukes-are-not-going-to-s...

> As soon as China catches a whiff of the program, it’s an instant invasion This is correct and why any such project would need to be intensely covert and/or externally facilitated. > doctrine of Mutually Assured Destruction (MAD) rests on both parties being left in guaranteed ruins You don’t need MAD. Tehran isn’t aiming for MAD with America, and neither is Pyongyang. The threat of even a tactical retaliation has, t…

Ah yes, China is famously averse to threats to the wellbeing of its citizens. /s

Re: TSMC expected to announce $100B investment in U.S.

#876

Earlier quoted context omitted.

Threatening to annex Greenland ( Denmark) Threatening to annex Canada and start a trade war to try to compulse them. Invoking Canadian nationalism instead. Note: he arranged the previous "trade deal" he claims to hate now. Starting a trade war with Mexico, this is actually a source of Fentanyl and I can understand. Camerading with dictators ( Russia), voting the same as them in the UN. Claiming Russia isn't the aggre…

> US is getting more and more hate from literally everywhere in a very short time because of that. A lot is changing very quick and it won't take 4 years until Trump is gone. > The entire world is pretty sure that Trump will take the US in a dictatorship and is going to loosen ties. Do you have a source for this or is it just some vibey rant? That last part seems ridiculous.

All of Europe hates the US now. Same with Canada. Just ask any of your foreign friends

Re: TSMC expected to announce $100B investment in U.S.

#877
post #628

Earlier quoted context omitted.

China doesn't want Taiwan for TSMC. They want Taiwan because they see them as a rebellious province. In their mind, the Chinese civil war never ended and that island is the last bastion of the Kuomintang. One way I've heard it described in a way that is easier for Americans to understand is; Imagine at the end of the American Civil War, a confederate army retreated to an island like Cuba or Hawaii, they took it over…

This to me is the correct answer. A lot of times in war it's not about logic or reason, it's about emotion and feeling. Throughout Chinese history, a leader is only "legitimate" or dare I say, have the Mandate from Heaven, when they have unified the country under one banner. It is a stain on their authority that there is "rouge" state outside the CCP's control. They will do anything to unify their country for nationa…

There have been many periods of Chinese history with multiple competing dynasties, including transition periods. The Later Jin, for example, who became the Qing, took three generations to defeat the Ming dynasty; and they had been around since before the Song dynasty.

THe lands and territories also wax and waned throughout the centuries. A map of the territories controlled by the Qing at its peak is vastly different than that of the Tang or that of the Han dynasty.

This is more like the game of weiqi than it is the game of chess. The endgame isn't necessarily a decisive action with a win condition, but more of an accumulation.

Re: TSMC expected to announce $100B investment in U.S.

#878

Earlier quoted context omitted.

Through immigration, which almost every developed country is trying as well?

Yes! But who is better at it than the USA ?

Things change very fast when things cannot be fixed in any other way. I think you underestimate how quickly things reverse one way or another. Look at Japan's foreign residents number YoY, a nation that have actively hated (hates?) foreigners, but understands how we're going to be depended on them for the next decade due to low birth rates.

When every nation fights against each other to prop up their population numbers, immigrants will choose the place that's the best for them. Think of it as product competition, and consumers are the immigrants that pick what's best for them.

Re: TSMC expected to announce $100B investment in U.S.

#879

Earlier quoted context omitted.

> US is getting more and more hate from literally everywhere in a very short time because of that. A lot is changing very quick and it won't take 4 years until Trump is gone. > The entire world is pretty sure that Trump will take the US in a dictatorship and is going to loosen ties. Do you have a source for this or is it just some vibey rant? That last part seems ridiculous.

All of Europe hates the US now. Same with Canada. Just ask any of your foreign friends

Russia is a part of Europe and loves the US (or at least Trump) right now.

Re: TSMC expected to announce $100B investment in U.S.

#880
post #729
post #628

Earlier quoted context omitted.

This to me is the correct answer. A lot of times in war it's not about logic or reason, it's about emotion and feeling. Throughout Chinese history, a leader is only "legitimate" or dare I say, have the Mandate from Heaven, when they have unified the country under one banner. It is a stain on their authority that there is "rouge" state outside the CCP's control. They will do anything to unify their country for nationa…

Yes, communist nations especially need to protect the narrative that their way is the best way. Having the Taiwanese sitting off shore thriving outside of party control is embarrassing.

On the other hand, historically speaking, the various dynasties of China had been able tightly control markets when it was one of the jewels of the Silk Roads.

I prefer a free market myself, but let's not fool ourselves into thinking there isn't a narrative being pushed by people who profit off of free markets or capitalism.

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