211–220 of 1001 posts
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.
I get why it would be important for niche (e.g. defense) applications, but is TSMC scale really needed?
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> China wants to retake Taiwan Take. They can’t “retake” something they never had.
The island of Taiwan belonged to China at some point. No political statement needed and no need to rewrite history on HN comments. Historically, Taiwan was governed by Chinese administrations for a significant period. In 1683, after defeating the Ming loyalists in Taiwan, the Qing dynasty extended its rule over the island, eventually incorporating it as part of its empire. By 1887, Taiwan was officially designated a…
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“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…
Is it a given that the US would come to Tawian's defence now (let alone in a few years, when the US is presumably less dependent on Taiwanese chips)? I guess it comes down to how dependent on Taiwan's chips the US actually is (I don't know the answer to that). The US isn't dependent on Ukraine and it's pressuring them to hand over land. If it turns out the US isn't dependent on Taiwan it could show similar indifferen…
The world is largely dependent on TSMC, not only for the latest GPUs but also for embedded chips that we keep putting into everything from cars to toasters.
For me the questions isn't whether the US would help Taiwan because we're dependent on them. I wonder whether we actually have the backbone to step in militarily at all, and whether out military is as combat ready as we like to think they are.
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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 (…
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“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…
> Taiwan is hugely reliant on US defense guarantees. What I don't get is, in what universe is any US president going to engage militarily against China across the ocean, let alone the current one? The US population does not seem ecstatic to enter something that could turn into WWIII, which makes me feel that even a president in favor of this would quickly fail to do anything.
The whole premise of TSMC is that losing TSMC would cause such a global economic collapse that defending Taiwan is the only option to prevent this from happening. All high-performance computing is dependent on TSMC right now.
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Taiwan government is the biggest shareholder of TSMC…
Does not exclude my point of view. If things go sour they most likely be on the first plane to the US.
> Maybe TSMC has big influence over Taiwan's government or just outright owns key politicians under the table.
I’m pointing out this is just plain Wrong. TSMC was created by the government and invested in by the people.
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…
But there were losers, mainly in manufacturing, and USA didn't assist them in the right way, allowed unprecedented levels of political corruption, allowed unhealthy levels of wealth inequality, allowed housing crisis, allowed obesity and health crisis etc...
Most of the USA's wounds are self-inflicted, but any good demagogue would not pass the opportunity to blame somebody else for it.
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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?
Taiwan currently produces over 85% of the world’s advanced semiconductors. Letting China take Taiwan would hand the CCP control over the global tech supply chain, crippling the U.S. economy and military. That’s a non starter.
No nation with anything to lose will be using nukes..EVER. The game has been understood for 75 years: mutual destruction means no winners. The U.S. has more nukes, better missiles, and full second-strike capability. China knows this, so nukes aren’t on the table.
The U.S. doesn’t need to invade just stop China’s invasion. Amphibious assaults are the hardest military operation, and China has zero real world experience in them or in fighting hot wars at all. We only need to sink their fleet or disrupt shipping to and from their ports. They know the risk, which is why they haven’t tried.
Now 5 years form now if we are much less dependent on them for semi-conductors that is a different story, but the realities of today. For now? Yeah, we throw down.
Also there is the scenario where China co-opts or influences Taiwans elections such that leadership moves back to a pro China stance. Not impossible, that would really put the US in a bind and I am not sure what would happen then but military engagements would seem much less likely.
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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.
But it's very worth pointing this out. The Taiwanese announcement is just an announcement. When a chip, any chip, rolls off the line (from this investment) let me know.
The reality is that in 4 years Trump will be gone. Building a plant will take longer than that. This is nothing more than good PR.
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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 C…
Wanting to end a war that's been at a stalemate for 3 years doesn't mean sympathy or treason. It can also simply be a pragmatic decision.
The "getting stuffed" thing would be big words from a nearly bankrupt company, don't you think? Intel's investors will take whatever deal that gives them the biggest return on their dollar.