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

wsj.com

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

#131

Post by aurareturn »

FpUser wrote: post #128
aurareturn wrote: post #127

An ok deal for TSMC, terrible deal for Taiwan. Why? TSMC was likely threatened by Trump to invest in America. TSMC likely didn't want to do this. However, because they will have more fabs in the US, they'll likely avoid the tariffs as part of the deal. Further more, TSMC will still make chips in case of of a China take over. The risk here is that the US will simply confiscate TSMC's fabs if China uses military action…

Maybe TSMC has big influence over Taiwan's government or just outright owns key politicians under the table. When / if TSMC secures that all lifecycle for advanced large scale chip manufacturing is in the US, Taiwan might find themselves in very iffy waters.

I'm sure TSMC has a lot of influence over the Taiwanese government. However, the people of Taiwan aren't stupid in all of this. They know this is a horrible deal for them and would make sure their politicians hear about it.

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

#133

Post by bee_rider »

aurareturn wrote: post #127

An ok deal for TSMC, terrible deal for Taiwan. Why? TSMC was likely threatened by Trump to invest in America. TSMC likely didn't want to do this. However, because they will have more fabs in the US, they'll likely avoid the tariffs as part of the deal. Further more, TSMC will still make chips in case of of a China take over. The risk here is that the US will simply confiscate TSMC's fabs if China uses military action…

I wonder if they don’t really believe we’d come to defend them regardless of the incentives, at this point. In that case, might as well try to avoid the tariffs.

If they send enough engineers over, we won’t actually learn how to make the chips. Then when the next election happens they can re-evaluate.

If China invades in the next four years, I guess… I dunno, at least they’ll have gotten some people out. It is a pretty bad situation, I guess they are just doing what they can.

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

#134

Post by suraci »

yo_yo_yo-yo wrote: post #121

I cannot even begin to imagine what madness has infected the Taiwanese government to allow this. I feel so sorry for a great, entrepreneurial people. US tariffs will not matter when you are blockaded and Chester Nimitz is very much dead. https://news.ycombinator.com/item?id=43123628

[flagged]

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

#136

Post by tyre »

yo_yo_yo-yo wrote: post #121

I cannot even begin to imagine what madness has infected the Taiwanese government to allow this. I feel so sorry for a great, entrepreneurial people. US tariffs will not matter when you are blockaded and Chester Nimitz is very much dead. https://news.ycombinator.com/item?id=43123628

“Our continued protection of you is contingent on your investment in us”.

Taiwan is hugely reliant on US defense guarantees. The US has a protectionist president who likes big numbers in announcements and a base riled up about American production capacity.

Long-term this is bad for Taiwan since it reduces its leverage with the US in administrations with short-term geopolitics (or no real geopolitical talent.)

In the short-term, they might not have much choice.

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

#137

Post by aurareturn »

senordevnyc wrote: post #85
Clubber wrote: post #26

Earlier quoted context omitted.

Are you willing to get drafted and fight to defend Taiwan and whatever comes as a result of that? Are you willing to die for Taiwan, or have your kids die for Taiwan? Honest question.

I’m guessing you haven’t served in the military, and aren’t really familiar with the projections of how a Chinese invasion of Taiwan is likely to unfold. A draft is highly unlikely.

  A draft is highly unlikely.
A draft is highly unlikely because the American people won't want to defend Asians that much.

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

#138

Post by linotype »

WinstonSmith84 wrote: post #28
dageshi wrote: post #9

Earlier quoted context omitted.

Does anyone think the US would defend Taiwan at this point? I think that ship has sailed under the current administration.

Nope. The US is doing all it can to become irrelevant geopolitically in Europe, that's not to start a war with China with a very uncertain outcome. Economic ties is (was) the really last bastion that would have motivated the US to intervene.

Wild how quickly Europe has just given up on the US after all the money we’ve spent on them for decades. We need your help (a majority of sane Americans), not condemnation. If you don’t think Trump won’t do the same to you, you’re sorely mistaken.

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

#139

Post by jichiduo »

suraci wrote: post #134
yo_yo_yo-yo wrote: post #121

I cannot even begin to imagine what madness has infected the Taiwanese government to allow this. I feel so sorry for a great, entrepreneurial people. US tariffs will not matter when you are blockaded and Chester Nimitz is very much dead. https://news.ycombinator.com/item?id=43123628

[flagged]

exactly
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