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TSMC to make advanced AI semiconductors in Japan

apnews.com

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Re: TSMC to make advanced AI semiconductors in Japan

#31

Post by raincole »

Izikiel43 wrote: post #26
raincole wrote: post #24

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.

No, she can't.

The process to amend the constitution of Japan [0]:

1. two thirds of the house

2. two thirds of the senate

3. referendum

LDP just won the house. IF all LDP house representatives agreed with Takaichi then she could pass the first stage. Only two left!

[0]: https://ja.wikipedia.org/wiki/%E6%97%A5%E6%9C%AC%E5%9B%BD%E6...

Re: TSMC to make advanced AI semiconductors in Japan

#32

Post by coffinbirth »

avhception wrote: post #19
coffinbirth wrote: post #14

Earlier quoted context omitted.

[flagged]

The US has done a lot of unsavory things. But this comment is just disingenuous. For example, discounting Ukraines unwillingness to simply accept foreign rule by the country that brought them Holodomor as purely based on American propaganda and arms sales is either delusional or Russian propaganda.

Then please explain why Victoria Nuland was giving out cookies in Maidan Square in 2014? #NoForeignInterference

Re: TSMC to make advanced AI semiconductors in Japan

#33

Post by danielbln »

avhception wrote: post #29
kyboren wrote: 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 wailin…

The only forward facing government that actually had a drive to change anything useful for the future broke apart with internal squabbles, with a big part of it by the market liberals torpedoing things left and right. And now we're back to a government of stand still, like we did the almost two decades before.

We get what we deserve.

Re: TSMC to make advanced AI semiconductors in Japan

#35

Post by robinwhg »

Herring wrote: post #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.

Have you ever heard of Tibet?

Re: TSMC to make advanced AI semiconductors in Japan

#36

Post by chvid »

kyboren wrote: 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...

ASML and its mostly European suppliers is still the key chokepoint that prevents highend semiconductor fabrication from moving to China.

Re: TSMC to make advanced AI semiconductors in Japan

#37

Post by Flatterer3544 »

danielbln wrote: post #33
avhception wrote: post #29

Earlier quoted context omitted.

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 wailin…

The only forward facing government that actually had a drive to change anything useful for the future broke apart with internal squabbles, with a big part of it by the market liberals torpedoing things left and right. And now we're back to a government of stand still, like we did the almost two decades before. We get what we deserve.

This standstill mostly started happening when the capitalism took hold too deep and wide, look at Sweden and its golden age that lasted until all the restrictions on capitalism were silently removed.

While capitalism is a good model, it needs to be kept balanced, restricted..

Shareholder primacy is ruining everything, too much influence in politics from too many external sources.

Re: TSMC to make advanced AI semiconductors in Japan

#38

Post by typ »

SilverElfin wrote: post #2

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.

The silicon shield became a slogan that has only been popularized in recent years. The potential crisis of war has been there for more than half a century (even before semiconductors became a thing). The real value proposition of the status quo is the freedom of navigation between the northeastern Asian countries and the SEA (the Strait of Malacca, aka the lifeline of energy imports), and the consequential domino effect of the entire western Pacific.

Also, not sure why everyone forgets about it. People should have learned from the experience of the pandemic that the cutting-edge foundry nodes are not really the crucial ones, as being the bottleneck of industrial infrastructure. A delay of the next-gen iPhone or RTX gaming card isn't that catastrophic. But a shortage of embedded MCUs, which are actually fabricated by mature nodes, could stall the entire industrial base of a country.

Re: TSMC to make advanced AI semiconductors in Japan

#39

Post by randomNumber7 »

robinwhg wrote: post #35
Herring wrote: post #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.

Have you ever heard of Tibet?

This is more than 40 years ago and they likely didn't need many bombs for it.

Re: TSMC to make advanced AI semiconductors in Japan

#40

Post by jeeeb »

Herring wrote: post #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.

If this was just about semiconductors then this would be a reasonable take but I doubt semi-conductors are anything more than a minor footnote in China’s strategic calculus vis-a-vis Taiwan.

Reunification with Taiwan has been a major policy goal of the CCP since the civil war and is one of Xi’s explicit policy goals. He just reaffirmed this commitment as part of his New Year’s speech.

Historically China has lacked force projection capability. However it has had a multi-decade modernisation and military build-up which has drastically changed this situation.

Further we’ve seen significant tightening of CCP control over society and in particular the military in Xi’s term.

A straight forward analysis of these events, in line with Xi’s public statements and past Chinese actions, is that the ground work is being laid for encirclement of Taiwan followed by China taking over, by force if necessary.

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