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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.

#161
post #134

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]

Troll harder, wumao

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

#162

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

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…

[deleted]

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

#163

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

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…

This analysis, if it can be called as such, misses the fact that the US is very, very politically divided, to the point where I can see elections results being regularly considered illegitimate. That perspective has been allowed to become reasonable, which is very, dangerous.

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

#164
post #143
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 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

Back then, the counter-culture hadn't completely hollowed out the nation's soul.

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

#165

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

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…

The "clawing back" isn't simply a withdraw of resources back to America, it also requires structural fixes within America (mostly looking at the wealth inequality), as well as properly address the nativist embers that are currently lit.

An America that successfully claws back, but does not address the internal weaknesses in time will have its own version of China's and Russia's demographic challenges.

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

#166

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

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…

Uh what? That's not what's happening at all. Russia is basically in control of the US federal government via Trump and Musk, both of whom have widely reported sympathies with Putin's administration and interests.

Putin is busting out the US, Soprano's style. Trump has signaled acceptance of the Russian war of aggression and has also signaled that China can invade Taiwan. Russia and China are allies.

This is part of China getting a foothold in the American tech industry. Kind of a followup to Deepseek, but providing the Chinese government more access to US chips via a physical presence. The original Trump plan was for TSMC to literally take over Intel plants, but Intel told Trump to get stuffed.

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

#167
post #151

Earlier quoted context omitted.

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?

Counterpoint they literally already did that and we weren’t less racist in the 60s and 70s. Personally I don’t think Trump would defend Taiwan but I object to such a disregard of history.

Those were wars to kill big scary Communism! Things have changed a bit since then.

No comment on Korea, but Vietnam wasn't exactly popular.

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

#168
post #134

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]

I'm surprised by the level of brigading anything even remotely political experiences on this forum. I understood the setup is vulnerable to it by nature, but it's just so blatant.

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

#169
post #9
post #5

I 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.

The US right-wing has a large contingent that wants to pivot focus away from Europe and towards Asia.

The US abandoning European allies can be perceived through the lens of general isolationism (or even an outright support for fascism) but it can also be perceived as part of this pivot to Asia.

Time will tell. Elon Musk has so much of his net worth tied up in China, however, that I would bet more on abandonment. If Elon was out of the picture I'd bet more on support.

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

#170
post #148
post #136

Earlier quoted context omitted.

“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.

Now that I’ve calmed down a bit, I agree with your assessment. The optics game is so important, but Taiwan is in an impossible situation.

If I were China, I would give them relative economic independence if they limit advanced process silicon to other countries and let Huawei and others monopolize the advanced nodes. The US at present does not appear to be a dependable partner.

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