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TSMC to make advanced AI semiconductors in Japan

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21–30 of 197 posts

Re: TSMC to make advanced AI semiconductors in Japan

#21

Isn’t this an erosion of the silicon shield Taiwan is protected by? If they make semiconductors everywhere else then the world has less economic incentive to protect Taiwan from war.

Seems likely that Takaichi has given Taiwan a Japanese security guarantee. [1] This may be a quid pro quo. [1] https://www.youtube.com/shorts/p-4nFgs9fRE

Despite what Takaichi says, if there is a war in Taiwan, Japan can only defend itself and it's interests in its sovereign territory. Japan's pacifist constitution only allows defense, even building an aircraft carrier was very controversial because it's considered to be too offensive. It's highly unlikely that Japan will actively help Taiwan defend itself

Re: TSMC to make advanced AI semiconductors in Japan

#22

Isn’t this an erosion of the silicon shield Taiwan is protected by? If they make semiconductors everywhere else then the world has less economic incentive to protect Taiwan from war.

Seems likely that Takaichi has given Taiwan a Japanese security guarantee. [1] This may be a quid pro quo. [1] https://www.youtube.com/shorts/p-4nFgs9fRE

My guess: Japan deletes the pacifist promises in its constitution, fully rearms, announces nuclear weapons capability (or does an Israel and ‘refuses to confirm or deny’), and signs a mutual defense pact with Taiwan.

Re: TSMC to make advanced AI semiconductors in Japan

#24

Isn’t this an erosion of the silicon shield Taiwan is protected by? If they make semiconductors everywhere else then the world has less economic incentive to protect Taiwan from war.

Seems likely that Takaichi has given Taiwan a Japanese security guarantee. [1] This may be a quid pro quo. [1] https://www.youtube.com/shorts/p-4nFgs9fRE

She didn't give a security guarantee. And even if she wanted she can't.

Japan can't even sell arms to Taiwan right now. Even starting selling arms would be a huge change, let alone a mutual defensive pact.

It's extremely hard to change the constitution of Japan. It's the only constitution that has never been revised since WWII. LDP has been pushing this agenda for decades and nothing really happened.

Re: TSMC to make advanced AI semiconductors in Japan

#25

Earlier quoted context omitted.

Seems likely that Takaichi has given Taiwan a Japanese security guarantee. [1] This may be a quid pro quo. [1] https://www.youtube.com/shorts/p-4nFgs9fRE

Despite what Takaichi says, if there is a war in Taiwan, Japan can only defend itself and it's interests in its sovereign territory. Japan's pacifist constitution only allows defense, even building an aircraft carrier was very controversial because it's considered to be too offensive. It's highly unlikely that Japan will actively help Taiwan defend itself

Laws and rules can be changed.

Or defending taiwan can be PR'd into a self-defending message.

Re: TSMC to make advanced AI semiconductors in Japan

#26

Earlier quoted context omitted.

Seems likely that Takaichi has given Taiwan a Japanese security guarantee. [1] This may be a quid pro quo. [1] https://www.youtube.com/shorts/p-4nFgs9fRE

She didn't give a security guarantee. And even if she wanted she can't. Japan can't even sell arms to Taiwan right now. Even starting selling arms would be a huge change, let alone a mutual defensive pact. It's extremely hard to change the constitution of Japan. It's the only constitution that has never been revised since WWII. LDP has been pushing this agenda for decades and nothing really happened.

She just won a super majority in their legislature, she can even amend the constitution now.

Re: TSMC to make advanced AI semiconductors in Japan

#27

Earlier quoted context omitted.

Seems likely that Takaichi has given Taiwan a Japanese security guarantee. [1] This may be a quid pro quo. [1] https://www.youtube.com/shorts/p-4nFgs9fRE

Despite what Takaichi says, if there is a war in Taiwan, Japan can only defend itself and it's interests in its sovereign territory. Japan's pacifist constitution only allows defense, even building an aircraft carrier was very controversial because it's considered to be too offensive. It's highly unlikely that Japan will actively help Taiwan defend itself

> Japan's pacifist constitution only allows defense

She just won a super majority in the legislature that allows her to change the constitution.

Re: TSMC to make advanced AI semiconductors in Japan

#28
China has many faults. Invading other countries is not one of them. They haven’t dropped bombs on foreign soil in over 40 years. The Chinese playbook here is to first copy then out-scale and out-innovate until eventually nobody remembers why Taiwan was so important.

Re: TSMC to make advanced AI semiconductors in Japan

#29
post #23

Japan and America have now both gotten TSMC to commit to a decent level of domestic advanced-node fabrication. Meanwhile Europe only got 40k WSPMs of 12+ nm capacity: https://overclock3d.net/news/software/bringing_advanced_semi...

Germany squandered so much money on nonsense, when they could have simply driven the few kilometers over to Eindhoven and bought an ASML machine for "Silicon Saxony". Sure, it would have taken years and years and serious commitment by the government and private sector to make that a successful move. But instead of putting in the hard work with a clear vision for the future, we mostly spend our time whining and wailing. It's a shame.

Re: TSMC to make advanced AI semiconductors in Japan

#30

Earlier quoted context omitted.

She didn't give a security guarantee. And even if she wanted she can't. Japan can't even sell arms to Taiwan right now. Even starting selling arms would be a huge change, let alone a mutual defensive pact. It's extremely hard to change the constitution of Japan. It's the only constitution that has never been revised since WWII. LDP has been pushing this agenda for decades and nothing really happened.

She just won a super majority in their legislature, she can even amend the constitution now.

Can she? As far as I've understood it, the LDP isn't a particularly united party.
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