What are the chances that this ends up like the Wisconsin Foxconn deal? Is there anything actually driving a follow through on investment?
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TSMC expected to announce $100B investment in U.S.
181–190 of 1001 posts
Re: TSMC expected to announce $100B investment in U.S.
#182Earlier quoted context omitted.
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. I think the Ukraine situation already signaled that to Taiwan. 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 d…
> China wants to retake Taiwan
Take. They can’t “retake” something they never had.
Re: TSMC expected to announce $100B investment in U.S.
#183Earlier quoted context omitted.
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?
It’s not so much the people or the land, but rather what they can build. It’s the whole essence of the article. Not sure how far behind the West would fall if TSMC was controlled by the CCP. 5 years? 10?
Re: TSMC expected to announce $100B investment in U.S.
#184I 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…
Multipolar world order:
Now that it’s become untenable for great powers to fight and they’re all facing regional instability and domestic unrest (EU, US, RUS, CN), we’ll see a century of consolidation and realignment at the regional/continental scale.
ASEAN, China, E Asia, India, Russia; Middle East and South Asia; EU, UK, Russia; US, Canada, Latin America; South America (eg, Argentina, Brazil, and Ecuador); Africa (though, I’m less familiar with specifics there).
We’re seeing political upheaval in each region as states jockey for position in this new world order — now that international global order is dead (or at least, mortally wounded).
Exciting times!
Re: TSMC expected to announce $100B investment in U.S.
#185An 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.
Taiwan government is the biggest shareholder of TSMC…
Re: TSMC expected to announce $100B investment in U.S.
#186Earlier quoted context omitted.
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.
What did they think a Foxconn factory is for? High tech what?
Re: TSMC expected to announce $100B investment in U.S.
#187Earlier quoted context omitted.
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.
What did they think a Foxconn factory is for? High tech what?
Most people have no idea what a Foxconn is other than the 2 minute mention on local news.
Re: TSMC expected to announce $100B investment in U.S.
#188Earlier quoted context omitted.
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.
They must have a massive influence. I think its gross revenue is something like 10% of the GDP of the whole country.
Re: TSMC expected to announce $100B investment in U.S.
#189Earlier quoted context omitted.
Against internal dissent and against the enemy of the day in the Western hemisphere (seems to be the plan).
Deploying the US army on US soil against US citizens would essentially be the end of the country. Whatever the outcome is would be a fundamentally different place. The military is an effective mechanism for pacifying the masses through employment.
> Deploying the US army on US soil against US citizens would essentially be the end of the country. Whatever the outcome is would be a fundamentally different place.
“And so I come full circle on this response and just want to encourage you with some substance that we are in the process of the second American Revolution, which will remain bloodless if the left allows it to be.”[1]
[1] https://apnews.com/article/project-2025-trump-american-revol...
Re: TSMC expected to announce $100B investment in U.S.
#190Earlier 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.
Why would subsequent presidents allow Taiwan to maintain leverage over supply chains crucial to American national security?