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TSMC to make advanced AI semiconductors in Japan

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11–20 of 197 posts

Re: TSMC to make advanced AI semiconductors in Japan

#11

Isn’t this an erosion of the silicon shield Taiwan is protected by? If they make semiconductors everywhere else then the world has less economic incentive to protect Taiwan from war.

Yes.

But it will happen one way or another. Taiwan's Sovereignty is completely depending on one single country, the US. It's not like that Taiwan can just say no if the US demands more diversified chip production.

Re: TSMC to make advanced AI semiconductors in Japan

#12

Isn’t this an erosion of the silicon shield Taiwan is protected by? If they make semiconductors everywhere else then the world has less economic incentive to protect Taiwan from war.

Disagree. Making the world less centralized to TSMC chips makes less incentive to invade at the near future. There is no strategic upside to do it right now. If nothing else, to me it seems china is a strategic mover, and will not sacrifice anything for no strategic value.

Re: TSMC to make advanced AI semiconductors in Japan

#13

Isn’t this an erosion of the silicon shield Taiwan is protected by? If they make semiconductors everywhere else then the world has less economic incentive to protect Taiwan from war.

Disagree. Making the world less centralized to TSMC chips makes less incentive to invade at the near future. There is no strategic upside to do it right now. If nothing else, to me it seems china is a strategic mover, and will not sacrifice anything for no strategic value.

China doesn't want to invade Taiwan for TSMC.

Re: TSMC to make advanced AI semiconductors in Japan

#15

Isn’t this an erosion of the silicon shield Taiwan is protected by? If they make semiconductors everywhere else then the world has less economic incentive to protect Taiwan from war.

[flagged]

The weapons are sent on the basis that more expensive the PRC anticipates an invasion of of Taiwan to be, the less likely it is to invade.

Re: TSMC to make advanced AI semiconductors in Japan

#16

Isn’t this an erosion of the silicon shield Taiwan is protected by? If they make semiconductors everywhere else then the world has less economic incentive to protect Taiwan from war.

Disagree. Making the world less centralized to TSMC chips makes less incentive to invade at the near future. There is no strategic upside to do it right now. If nothing else, to me it seems china is a strategic mover, and will not sacrifice anything for no strategic value.

That’s a deeply oversimplified understanding of Taiwan and reunification. There’s so much good reading on the topic out there and it’s really worth even just skimming the surface of it.

Re: TSMC to make advanced AI semiconductors in Japan

#17

Isn’t this an erosion of the silicon shield Taiwan is protected by? If they make semiconductors everywhere else then the world has less economic incentive to protect Taiwan from war.

Seems likely that Takaichi has given Taiwan a Japanese security guarantee. [1] This may be a quid pro quo.

[1] https://www.youtube.com/shorts/p-4nFgs9fRE

Re: TSMC to make advanced AI semiconductors in Japan

#18
Taiwanese politicians, like those under American-style democracy in many regions, only care about safeguarding their own interests and have no concern for how to protect the interests of the public. Once TSMC’s factories are completed in Japan and the United States and the technology is secured, Taiwan will no longer have any value worth protecting. Of course, the politicians can always take planes and leave in advance.

Re: TSMC to make advanced AI semiconductors in Japan

#19

Isn’t this an erosion of the silicon shield Taiwan is protected by? If they make semiconductors everywhere else then the world has less economic incentive to protect Taiwan from war.

[flagged]

The US has done a lot of unsavory things. But this comment is just disingenuous.

For example, discounting Ukraines unwillingness to simply accept foreign rule by the country that brought them Holodomor as purely based on American propaganda and arms sales is either delusional or Russian propaganda.

Re: TSMC to make advanced AI semiconductors in Japan

#20

Isn’t this an erosion of the silicon shield Taiwan is protected by? If they make semiconductors everywhere else then the world has less economic incentive to protect Taiwan from war.

Disagree. Making the world less centralized to TSMC chips makes less incentive to invade at the near future. There is no strategic upside to do it right now. If nothing else, to me it seems china is a strategic mover, and will not sacrifice anything for no strategic value.

If TSMC didn't exist, China would probably have already invaded Taiwan.
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