TSMC expected to announce $100B investment in U.S. • Hacker News Board

Re: TSMC expected to announce $100B investment in U.S.

#31

Post by mulmen » Mon, Mar 03, 2025, 6:16 PM UTC

Clubber wrote: post #26

dageshi wrote: post #9

Earlier quoted context omitted.

Does anyone think the US would defend Taiwan at this point? I think that ship has sailed under the current administration.

Are you willing to get drafted and fight to defend Taiwan and whatever comes as a result of that? Are you willing to die for Taiwan, or have your kids die for Taiwan? Honest question.

Yes.

Re: TSMC expected to announce $100B investment in U.S.

#32

Post by jasonlotito » Mon, Mar 03, 2025, 6:17 PM UTC

Analemma_ wrote: post #7

How's that huge Foxconn investment in Wisconsin going? I can't believe people are falling for the exact same scam again.

TSMC has followed through already in Arizona where they are actually producing. The CHIPS act has been fairly successful, and I know for a fact that there are other locations already being planned based on the Act. Granted, this administration could just decide to ignore all that, but I gather instead they will just take credit for something the previous administration did.

Re: TSMC expected to announce $100B investment in U.S.

#33

Post by elteto » Mon, Mar 03, 2025, 6:18 PM UTC

niceice wrote: post #20

croes wrote: post #5

I would be cautious. With a top notch chip factory there is no need to defend Taiwan against China.

Another question is whether it is defendable at this point. It's not clear that China doesn't have military superiority over that area.

I think that the deterrent is Taiwan destroying all their fabs before the Chinese get to them. This would severely affect the _entire_ world therefore there are strong incentives to keep Taiwan independent.

Re: TSMC expected to announce $100B investment in U.S.

#34

Post by WinstonSmith84 » Mon, Mar 03, 2025, 6:19 PM UTC

Clubber wrote: post #26

dageshi wrote: post #9

Earlier quoted context omitted.

Does anyone think the US would defend Taiwan at this point? I think that ship has sailed under the current administration.

Are you willing to get drafted and fight to defend Taiwan and whatever comes as a result of that? Are you willing to die for Taiwan, or have your kids die for Taiwan? Honest question.

that's I suppose the risk one is willing to take when enrolling into the army?.. You're raising though a very good point, the US army is really large and it's not clear anymore what its purpose is anymore (not against Russia anymore, not against China soon/anymore, then what for?)

Re: TSMC expected to announce $100B investment in U.S.

#35

Post by dullcrisp » Mon, Mar 03, 2025, 6:19 PM UTC

Clubber wrote: post #26

dageshi wrote: post #9

Earlier quoted context omitted.

Does anyone think the US would defend Taiwan at this point? I think that ship has sailed under the current administration.

Are you willing to get drafted and fight to defend Taiwan and whatever comes as a result of that? Are you willing to die for Taiwan, or have your kids die for Taiwan? Honest question.

We haven’t had a draft in decades, what makes you bring it up now? Are you implying that only people serving in the military should have a say in foreign policy?

Re: TSMC expected to announce $100B investment in U.S.

#36

Post by kgwxd » Mon, Mar 03, 2025, 6:19 PM UTC

dom96 wrote: post #15

Why the US? Why not Europe? Ireland or UK?

Because the US will soon have the cheap labor needed to produce them.

Re: TSMC expected to announce $100B investment in U.S.

#37

Post by ksec » Mon, Mar 03, 2025, 6:21 PM UTC

croes wrote: post #5

I would be cautious. With a top notch chip factory there is no need to defend Taiwan against China.

I would not be surprised if this was in the calculation. TSMC US is currently moving quite a bit faster and ahead of what TSMC originally planned. There is a possibility that TSMC US will only be 1 year behind in node development. With the added capacity, it will accelerate transition of Qualcomm, Broadcom, Nvidia, AMD etc to Fab on US soil.

Once that is even partly done. There is no reason Trump will send US troops to defend Taiwan.

Re: TSMC expected to announce $100B investment in U.S.

#38

Post by braincat31415 » Mon, Mar 03, 2025, 6:23 PM UTC

tensor wrote: post #17

dom96 wrote: post #15

Why the US? Why not Europe? Ireland or UK?

Probably because Europe is not threatening them behind the scenes and perhaps offering money as well. Diversifying chip manufacturing more globally is pretty crucial to maintaining the world order though. Sadly, having a fab in the US under the current administration is not helpful to the west in general. Getting TSMC or building an alternative to TSMC in Europe, UK, Canada, Australia, would be very smart. I believe…

I doulbt anyone will build a factory in Europe. It won't be competitive because of the energy prices on the continent.

Re: TSMC expected to announce $100B investment in U.S.

#39

Post by WinstonSmith84 » Mon, Mar 03, 2025, 6:25 PM UTC

dom96 wrote: post #15

Why the US? Why not Europe? Ireland or UK?

1- The US might be (might have been) the only country which would intervene if Taiwan were invaded by China.

2- The US is also the only country which threatens the world with tariffs for political concessions

Maybe TSMC will go to Europe as well, but for now it makes a lot of sense why they choose the US.

Re: TSMC expected to announce $100B investment in U.S.

#40

Post by Clubber » Mon, Mar 03, 2025, 6:25 PM UTC

dullcrisp wrote: post #35

Clubber wrote: post #26

Earlier quoted context omitted.

Are you willing to get drafted and fight to defend Taiwan and whatever comes as a result of that? Are you willing to die for Taiwan, or have your kids die for Taiwan? Honest question.

We haven’t had a draft in decades, what makes you bring it up now? Are you implying that only people serving in the military should have a say in foreign policy?

Because if we go to war with China, they have a lot more people to throw at us than we have active in the military. Any slightly protracted war will require a draft. I'm sure you filled out your draft card when you turned 18 like I did, even when there was no draft. That's so if and when they needed to reinstate it, it would pick up almost seamlessly where it left off.

>Are you implying that only people serving in the military should have a say in foreign policy?

No, I'm implying before people rah rah to defend Taiwan, they actually understand what that means; it probably won't mean sending only active duty and reserves after a year or two and that a draft will most likely occur.

https://en.wikipedia.org/wiki/List_of_global_manpower_fit_fo...

Even with a full, aggressive draft, we'll need allies who are also willing to draft their citizens.