I wonder what these comments would look like if this deal happened 2-3 years ago by Joe Biden.
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TSMC expected to announce $100B investment in U.S.
141–150 of 1001 posts
Re: TSMC expected to announce $100B investment in U.S.
#142I would be cautious. With a top notch chip factory there is no need to defend Taiwan against China.
Anyone who thought we would seriously defend Taiwan is a fool. Middle America routinely makes fun of Asian people, you think they're gonna be happy to send their kids to die for them?
Re: TSMC expected to announce $100B investment in U.S.
#143Earlier quoted context omitted.
Does anyone think the US would defend Taiwan at this point? I think that ship has sailed under the current administration.
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 guess the same question was raised before the Korean War and the Vietnam War
and it was also get downvoted
I have to say, americans love wars, it's some kind of american spirit
wars made american great, wars will make american great again
Re: TSMC expected to announce $100B investment in U.S.
#144An 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 pret…
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.
Ultimately, China won't invade as long as Taiwan plays its cards right. China wants to retake Taiwan without firing a single shot and then quickly re-integrate Taiwan. As long as Taiwan doesn't do anything to provoke China like inviting Nancy Pelosi or voting in more pro-independence politicians.
I actually think these events decreases the chance of a Chinese invasion but increases the chance of a peaceful reunification because the Taiwanese government will look to rely less on the US and positive impression of the US is decreasing in Taiwan.
Re: TSMC expected to announce $100B investment in U.S.
#145I would be cautious. With a top notch chip factory there is no need to defend Taiwan against China.
Does anyone think the US would defend Taiwan at this point? I think that ship has sailed under the current administration.
I'm not from or in the US, but I was mildly hopeful about the Taiwan situation when Marco Rubio was made part of the administration, as he seems to care more about the Pacific than Trump does. I think it's still a bit too early for defeatism.
Re: TSMC expected to announce $100B investment in U.S.
#146I 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
If we give them the doubt of benefit: TSMC is just appeasing Trump and will delay the actual investment as much as possible.
If we face the reality: Taiwan is a vassal state. The decision makers are simply owned by the US.
Re: TSMC expected to announce $100B investment in U.S.
#147I 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
Right now is a very interesting moment in that the future is crystal clear and yet so many people of all persuasions don't want to accept it for so many different reasons
* The USA is going to claw back whatever economic largesse it has granted to the rest of the world, and ultimately renege on many of its security guarantees, with the underlying reason being that it can no longer afford to be world police and pay for all its entitlements
* This is a net relative win for the US economically because once it claws back what it needs, it has a better ability to "go it alone" than any other country in the world. US stocks will continue to be the best buys out there
* Ergo we are looking at another American century, or perhaps some kind of isolationist/Cold War-esque type of century since American political influence will decline, but China and Russia's colossal demographic problems will hinder them from making any serious bids for dominance
Objectively - it looks like another American century, but one where the whole world is diminished due to global collapse in the birth rate, and some nations are just less diminished than others (unless I am severely underestimating the impact of automation and AI)
And yes, many people will be unhappy, and there will be more war, and globalization has peaked
Re: TSMC expected to announce $100B investment in U.S.
#148I 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…
They only need to make this appear real for 4, maybe 2 years, and can then reevaluate.
I'd guess they looked at their options and decided this was the best hedge.
Re: TSMC expected to announce $100B investment in U.S.
#149Earlier quoted context omitted.
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.
What type of help are you expecting?
Re: TSMC expected to announce $100B investment in U.S.
#150I 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
Right now is a very interesting moment in that the future is crystal clear and yet so many people of all persuasions don't want to accept it for so many different reasons * The USA is going to claw back whatever economic largesse it has granted to the rest of the world, and ultimately renege on many of its security guarantees, with the underlying reason being that it can no longer afford to be world police and pay fo…
> it has a better ability to "go it alone" than any other country in the world
Except the rest of the world doesn't need to go it alone.