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Intel and the $1.5T chip industry meltdown

economist.com

191–200 of 734 posts

Re: Intel and the $1.5T chip industry meltdown

#191

Earlier quoted context omitted.

>> Is he? Yeah, Biden himself recently said that Putin is a rational actor who grossly miscalculated, because he was basically fed very bad and flawed intel. He may be blustering about nukes now, but the only way he would do that is if Ukraine turns the tables and invades Russia, or something similar.

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Re: Intel and the $1.5T chip industry meltdown

#192

Earlier quoted context omitted.

>> Is he? Yeah, Biden himself recently said that Putin is a rational actor who grossly miscalculated, because he was basically fed very bad and flawed intel. He may be blustering about nukes now, but the only way he would do that is if Ukraine turns the tables and invades Russia, or something similar.

Quoted post unavailable.

> Would a rational actor enslave an entire ethnic minority in work camps, allow harvesting of organs, crush their financial world hub (Hong Kong), and so on?

There is nothing irrational about the first two! Crushing HK is a rational necessity if there is a danger of such disobedience spreading to other regions.

Re: Intel and the $1.5T chip industry meltdown

#194

Earlier quoted context omitted.

Ukraine is fighting its own fight but it's far from alone.

Yes, but I think America will walk back it's current hawkish defense posture around going head to head with china over Taiwan over the next 10 years. If they get into a fight, I expect the US to supply arms and money but not soldiers or marines. This posture change will keep pace broadly with the American domestic chip fab industry.

>> If they get into a fight, I expect the US to supply arms and money but not soldiers or marines.

This is very obviously true, since China is a nuclear power and has ICBMs as well. We won't be involved in a hot war with them for the same reason we have been avoiding that with Russia.

Re: Intel and the $1.5T chip industry meltdown

#195
post #137

Earlier quoted context omitted.

Singapore is aligned with the West, trains with/by Australia who are aligned with the US and NZ.

This is true, but they fell VERY quickly when the Japanese showed up. Maybe they'll do it again.

You do realize the Singapore of today is very different from the Singapore of the 40s (which was still a British colony)?

Re: Intel and the $1.5T chip industry meltdown

#196

Earlier quoted context omitted.

>> Is he? Yeah, Biden himself recently said that Putin is a rational actor who grossly miscalculated, because he was basically fed very bad and flawed intel. He may be blustering about nukes now, but the only way he would do that is if Ukraine turns the tables and invades Russia, or something similar.

Quoted post unavailable.

"Rational" has somehow become synonymous with "good" or "agrees with me" - rationality doesn't have anything to do with those, it just means "not insane".

And tyrants can be exceedingly rational; they just have their own goals that they're working towards, not the goals of some theoretical "perfect democracy".

Re: Intel and the $1.5T chip industry meltdown

#198
post #54

Earlier quoted context omitted.

The best way for the EU to 'fight' russia would be to not be dependent on it for energy. Russia can also do what it likes because of the constant nuclear threat. Russia has nukes that work, whereas the likes of the UK has a single nuclear sub that occasionally gets stuck on a sand banks. The Russians probably know where it is at all times.

> Russia has nukes that work Does it? Nominally, Russia has roughly the same number of nukes as the US. The US military budget is 700bn/yr and it spends 60bn/yr in maintaining its nuclear weapons. So 60bn/yr is a good estimate for what it costs to maintain a US/Russia-sized nuclear weapons arsenal. Russia spends 60bn/yr on its military in _total_. However much of that goes into maintaining its nuclear arsenal is clea…

Even if they have only one working nuke, in the right spot it would still be hundreds of thousands or millions dead/injured and a crippled nation for at least a few years.

Re: Intel and the $1.5T chip industry meltdown

#199

Earlier quoted context omitted.

This kind of bluster is a mainstay of Chinese geopolitics. The law was intentionally written in an open-ended way so that the party always gets the final say on what "completely exhausted" should mean. It serves as a propaganda tool internally and a point of leverage externally -- the party never needs to actually act on the threat for it to serve a valuable purpose. With that being said, it's not that simple. Bluste…

> Taiwan's sovereign airspace Well, only 13 countries recognize Taiwan as a sovereign country - such as the 10,000 people of the 21 square kilometer island Naura. Also, Taiwan occupies Kinmen Island in the bay of Xiamen's harbor on the PRC mainland. The island is in the Xiamen harbor and is 10 km from the city of Xiamen. So any PRC planes flying around Xiamen are "violating Taiwan's sovereign airspace" (which almost…

It's complicated. Even Taiwan doesn't recognize Taiwan (Republic of China) as a sovereign nation, separate and distinct from the Peoples Republic of China. There are Taiwanese political groups that do want that but they haven't gotten their way so far.

Either way, you probably meant that 13 nations have full and formal diplomatic relationships with Taiwan. Which, btw does not include the US, Japan or any EU nations.

Re: Intel and the $1.5T chip industry meltdown

#200

To be perfectly honest, this is still within a 1000km radius circle that encompasses Taiwan, South Korea and Japan. That covers the majority of next-generation fabs that aren't Intel. It's great to legally diversify these fabs, but it does very little to mitigate geopolitical issues that are brewing in and around the east china sea.

Despite being close to China as the crow flies, the geopolitical difference between Japan and Taiwan means they could be on opposite sides of the globe.
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