Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

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

wsj.com

Post reply on HN
Print view View original

171–180 of 1001 posts

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

#171

Post by csomar »

safety1st wrote: post #147
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

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…

While I agree with what you are saying, the outcome is not quite as obvious/guaranteed. The US is clawing back and democrat/republic/kamala wouldn't change that reality, but the world is also not going to sit quiet. The outcome will depend on Europe, China and the rest of the un-aligned.

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

#172

Post by swagasaurus-rex »

raincole wrote: post #146
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

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.

Taiwan is only reliant on the U.S. because their neighbor threatens them with invasion frequently

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

#174

Post by bongodongobob »

ethbr1 wrote: post #148
tyre wrote: 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.

Bingo, see Foxconn in Wisconsin.

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

#175

Post by aiauthoritydev »

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

This is an announcement to make Trump happy. They are giving him all the good PR he wants.

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

#177

Post by linotype »

icegreentea2 wrote: post #149
linotype wrote: post #138

Earlier quoted context omitted.

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?

I don’t know, just seems sad that allies are so fairweather.

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

#178

Post by xuki »

bee_rider wrote: post #133
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 pret…

The US will NOT engage in a hot war against China for Taiwan, that's for certain, regardless of who is president at that time. Why would they risk nuclear war for a bunch of people who are really far away from the US continent?

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

#179

Post by fastball »

dluan wrote: post #119
lttlrck wrote: post #112

Earlier quoted context omitted.

Doubtful that would ever happen. And all sides know it.

Fearmongering the American public into believing that it would happen is how Trump leveraged this deal, and how he spins it to his base that he wins yet another negotiation to make America stronger. Same playbook as the Apple and OpenAI/Oracle "investment" announcements.

I think the parent commenter was actually saying that it is unlikely the US was ever going to help Taiwan in the case of a Chinese invasion, regardless of admin.

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

#180

Post by bongodongobob »

aurareturn wrote: post #173
mbStavola wrote: post #10

What are the chances that this ends up like the Wisconsin Foxconn deal? Is there anything actually driving a follow through on investment?

Less likely but could. Chip fab is much more valuable than putting iPhones together.

Initially Foxconn was touted as thousands of high tech high paying jobs until it was revealed that it was just assembly jobs. We'll see what happens.
Post reply on HN