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TSMC at the head of history’s tide: two high walls and one sharp knife

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Re: TSMC at the head of history’s tide: two high walls and one sharp knife

#31

Post by cbozeman »

nickff wrote: post #3
ggm wrote: post #2

Interesting read. A little "florid" perhaps, some turns of phrase probably don't survive translation. I don't envy anyone who works the midnight shift in a 24/7 r&d boilerhouse. Liver eater indeed. Given US strategic concerns in VLSI we are probably going to see another slightly different chapter in this story:TSMC being induced to bring core IPR inside domestic US production, presumably for cash injection and guaran…

Taiwan would be foolish to believe such American promises. The USA made similar promises to Ukraine in the Budapest memorandum (under Clinton), and subsequently did not fulfill its obligations (under Obama).

The United States doesn't "need" Ukraine in the way the United States "needs" access to the most advanced digital chip creation technology in the world.

If Ukraine disappears tomorrow, we lose the next Milla Jovovich and Mila Kunis. A bummer, yes, but not an end to our way of life.

Re: TSMC at the head of history’s tide: two high walls and one sharp knife

#32

Post by blueblisters »

luplex wrote: post #5

Fascinating. Stories like this really make me want to learn Chinese and/or move there for a while. The story highlights how they were able to benefit from US culture and education, to the point where they now took the lead. I wonder how the West could benefit from Asian culture.

I think the general lack of a common communication platform between China and rest of the world is pretty disappointing. There’s a lot of cool innovative stuff going on inside China which isn’t readily covered in-depth by mainstream tech media and you have to rely on a few substacks or twitter handles to fill the gap.

Re: TSMC at the head of history’s tide: two high walls and one sharp knife

#34

Post by yorwba »

nomay wrote: post #11

I'm surprised to see a typical Chinese "self-media" article being shared here, coz I myself see these as nothing more than gossip blogs, so please take them with huge amount of salt or just avoid it. At least in my experience these are highly refined entertainment product with little to no regard to what's fact, opinion and pure made-up bullshit, their only goal is to maximize click numbers, thus more often than not…

I'm also surprised to see this shared here, but mostly because of the timing. Jeff Ding translated it in June 2020: https://chinai.substack.com/p/chinai-98-techlore-the-histori...

Note also that he chose to translate it because it has the entertainment value of a typical Chinese "self-media" article:

This week’s feature translation is a joint work with Joy Dantong Ma, who pitched this epic piece. My term for these types of pieces is “techlore:” longform pieces that read, at times, like epic poems in which the heroes (tech company leaders) wage battle over the commanding heights of the economy. “Development Bloggers” or the “Industrial Party,” usually people who have experience working in the tech industry and espouse techno-nationalist views, are emerging as a formidable force in Chinese media and the semiconductor industry is especially fertile ground for techlore.

You've probably scrolled past thousands of "self-media" articles and dismissed them instantly, but for many here, it's their first encounter with the genre, so it feels new and exciting. And don't forget that HN is a highly-refined entertainment product optimized for delivering new and exciting content to its users.

Re: TSMC at the head of history’s tide: two high walls and one sharp knife

#35

Post by throwaway4good »

alliao wrote: post #24
luplex wrote: post #5

Fascinating. Stories like this really make me want to learn Chinese and/or move there for a while. The story highlights how they were able to benefit from US culture and education, to the point where they now took the lead. I wonder how the West could benefit from Asian culture.

the context behind such article I think should be provided.. China regards Taiwan as part of China, whether right now or eventually depends on how much CCP koolaid they've consumed. The whole Huawei chip ban from the US really shook Chinese to the core, and suddenly TSMC became strategic asset. And this is one of those articles wanting to sensationalise the history a bit. Largest grains of salt for me. Chinese have i…

The TSMC blockade of Huawei is about 1 year and that was really the shot that kicked the chip wars into overdrive.

I would expect see the first result of the Chinese scramble to ramp up self-sufficiency in about a year from now.

Probably the most interesting is Huawei's work with equipment manufacturer SMEE.

Re: TSMC at the head of history’s tide: two high walls and one sharp knife

#36

Post by throwaway4good »

alliao wrote: post #24
luplex wrote: post #5

Fascinating. Stories like this really make me want to learn Chinese and/or move there for a while. The story highlights how they were able to benefit from US culture and education, to the point where they now took the lead. I wonder how the West could benefit from Asian culture.

the context behind such article I think should be provided.. China regards Taiwan as part of China, whether right now or eventually depends on how much CCP koolaid they've consumed. The whole Huawei chip ban from the US really shook Chinese to the core, and suddenly TSMC became strategic asset. And this is one of those articles wanting to sensationalise the history a bit. Largest grains of salt for me. Chinese have i…

Lots of Taiwanese see themselves as Chinese; not under the same government. But of the same people.

Re: TSMC at the head of history’s tide: two high walls and one sharp knife

#37

Post by baybal2 »

cbozeman wrote: post #31
nickff wrote: post #3

Earlier quoted context omitted.

Taiwan would be foolish to believe such American promises. The USA made similar promises to Ukraine in the Budapest memorandum (under Clinton), and subsequently did not fulfill its obligations (under Obama).

The United States doesn't "need" Ukraine in the way the United States "needs" access to the most advanced digital chip creation technology in the world. If Ukraine disappears tomorrow, we lose the next Milla Jovovich and Mila Kunis. A bummer, yes, but not an end to our way of life.

If Ukraine disappears tomorrow, Western Europe will follow, and with that the only US platz d'arme in Asia against Russia, and the only remaining US nuclear allies.

Following this, don't think you will be able to leisurely spend the remaining of your life. Everybody down to your granny will be forcefully drafted, and mobilised.

Re: TSMC at the head of history’s tide: two high walls and one sharp knife

#38

Post by [deleted] »

cbozeman wrote: post #31
nickff wrote: post #3

Earlier quoted context omitted.

Taiwan would be foolish to believe such American promises. The USA made similar promises to Ukraine in the Budapest memorandum (under Clinton), and subsequently did not fulfill its obligations (under Obama).

The United States doesn't "need" Ukraine in the way the United States "needs" access to the most advanced digital chip creation technology in the world. If Ukraine disappears tomorrow, we lose the next Milla Jovovich and Mila Kunis. A bummer, yes, but not an end to our way of life.

[deleted]

Re: TSMC at the head of history’s tide: two high walls and one sharp knife

#39

Post by eternauta3k »

andy_ppp wrote: post #33

I've seen a few of these on Google docs recently - is there a way they can turn the obnoxious margins off on mobile, it's not possible to read on there with 1 inch of padding on each side of the phone....

Use reader mode on firefox, or send it to Pocket
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