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

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

#381
post #273
post #143

Earlier quoted context omitted.

I guess the same question was raised before the Korean War and the Vietnam War and it was also get downvoted I have to say, americans love wars, it's some kind of american spirit wars made american great, wars will make american great again

Someone seems to have crept your profile, @suraci, and it's not looking good: https://limewire.com/d/77690b9f-1ec3-4e43-a485-76c82bc67ddd#...

PDF exploit? Do not click! Creepy indeed, these new McCarthyite tactics.

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

#382

Earlier quoted context omitted.

> what authority do you think China has over Taiwan? Authority, none. Power, plenty.

Taiwan is composed of the refugee losers of the Chinese civil war. That gives them zero legitimacy to continue as anything but a breakaway state occupying a formerly Chinese province.

> Taiwan is composed of the refugee losers of the Chinese civil war

By this logic China should be returned to the winners of the Opium Wars [1]. No countries for losers! (To say nothing of the CCP’s inaction against Imperial Japan in WWII [2].)

Anyone can come up with reasons for stealing stuff based on decades, centuries or millennia-old gripes. What matters is where the people alive today live and how they identify. For good reason, the Taiwanese have been drifting away from China since Xi.

[1] https://en.m.wikipedia.org/wiki/First_Opium_War

[2] https://thediplomat.com/2014/09/the-ccp-didnt-fight-imperial...

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

#383

Earlier quoted context omitted.

Globalization for the US was trading industrialization for financialization. Yay for the paper GDP gains, but most citizens got left behind - though they can by cheap imported cloths with their shrinking paychecks. Can't build chips, can't make ships, can't make furniture, can't make clothes, can't make enough weapons to supply Ukraine, let alone for any real war. Globalization hollowed the capacity of the country.

> Can't build chips True, but that's true for every country, even Taiwan. If ASML (Dutch company), Applied Materials, LAM Research, KLA, Synopsys, Cadence (US companies), Tokyo Electron, Shin-Etcu (Japan) and literally hundreds of other companies didn't cooperate, TSMC couldn't function either. BTW, that's why China can never "take over" TSMC - they can just make it defunct when all these other companies stop doing b…

And how many of tanks was the US able to send to Ukraine? 31

And are we cranking up our industrial might to make more tanks? No, we aren't making any, not for Ukraine, not for US. Sometime in the 2030s we are supposed to have a modified and improved M1E3.

The success of the tech industry is orthogonal to globalization.

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

#384
post #363

Earlier quoted context omitted.

> replaces Hong Kong as the gray area to do business explain?

> explain? Taiwan has most of its trade with China (like it or not). There are numerous things that are e.g. illegal in China but "legal" in Taiwan and so Chinese business is conducted there e.g. online gambling sites. Then there are plenty of Taiwanese companies that end up being a disguise for China 1 way or another e.g. to bypass sanctions (well so is Singapore as per recent news on nvidia gpu smuggling). 1 of the…

> Taiwan has most of its trade with China (like it or not).

Does that make it a place for shady deals?

> There are numerous things that are e.g. illegal in China but "legal" in Taiwan and so Chinese business is conducted there e.g. online gambling sites

Gambling is illegal in Taiwan

> Then there are plenty of Taiwanese companies that end up being a disguise for China 1 way or another e.g. to bypass sanctions (well so is Singapore as per recent news on nvidia gpu smuggling). 1 of the best examples is VIA technologies, that helped China create x86 CPUs back in the days.

Citation needed

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

#385
post #314

The idea that the US protects Taiwan from a possible Chinese invasion over chips is one of those things that sounds believable but really isn't going to happen. From China’s perspective, the cost of war is much higher than the cost of developing these chips themselves. In the worst-case scenario, they would be 2-3 years behind the cutting edge, which is not mission-critical. Most electronics (civilian or military) do…

I think a fourth option is rising its head: USA is becoming so weak geopolitically that being allied with them is becoming an incredibly bad position to be in. Therefore I assume that it's possible that Taiwan will simply choose to integrate with mainland China. This would be a huge change in their sentiments for sure, but these things may happen when large wheels are turning.

This is the most likely. With allies like the US, the old enemies don't look so bad anymore.

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

#386

Earlier quoted context omitted.

Why would China even invide Taiwan? It would destroy "their" infrastructure and kill "their" people! There are much better ways to remove US influence from Taiwan! They can just put sanctions or even blockade Taiwan. And if China puts sanctions on US, and dumps its USD reserves, it can destroy US economy. US is crazy about proxies fighting their "enemies" for them. This type of thinking needs to stop! This is not col…

Why would China even invade Taiwan? For the same reasons they invaded and took Hong Kong. Because they have their own manifest destiny to reunify their country into what it once was. They don't care about the collateral damage to achieve this in the end.

> For the same reasons they invaded and took Hong Kong.

When was this a thing? Britain gave up control "voluntarily". There's been no military conflict whatsoever.

Yes, I get that there were changes in law, protests and all sorts of things but those all already happened when Hong Kong was part of China i.e. there was no "invasion".

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

#387

Earlier quoted context omitted.

Globalization for the US was trading industrialization for financialization. Yay for the paper GDP gains, but most citizens got left behind - though they can by cheap imported cloths with their shrinking paychecks. Can't build chips, can't make ships, can't make furniture, can't make clothes, can't make enough weapons to supply Ukraine, let alone for any real war. Globalization hollowed the capacity of the country.

The issue with most citizens getting left behind has far less to do with globalization and far more with wealth concentration. The overall wealth in the country greatly increased, but pitiful distribution led to that situation.

Strongly disagree. If you had a middle class manufacturing job in the US, globalization meant you were competing globally against third world labor. Your job, your industry, left the country. This process contributes to wealth concentration, but wealth concentration isn't creating the problem, globalization is.

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

#388
post #338

Earlier quoted context omitted.

The US is not going to help defend Taiwan is a fair thesis, but reciprocally, China is not going to attack Taiwan. Even if Russia gets all of it's demands in the peacemaking process with Ukraine, that war has done permanent and lasting damage to it's economy and global position. For China to attack Taiwan, it would give up any hope of continuing it's healthy trends towards increased economic and political importance.…

Unfortunately, dictators don't care much about damage to it's economy as long as they continue to be in power. When they expand and occupy more land, they will look very good in their country's history book which is a huge motivation for dictators. That's the reason why nobody thought Putin would seriously consider invasion but he did. And China will definitely attack Taiwan when the timing is right. Even if a millio…

> Unfortunately, dictators don't care much about damage to it's economy as long as they continue to be in power.

It's not a dictator issue. The stock markets have been crashing lately due to "non-dictators".

> Even if a million people dies, Xi would still be considered a hero by most chinese people if he took back Taiwan.

I doubt most Chinese people care. They have better things to worry about these days e.g. crashing real estate.

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

#390

Earlier quoted context omitted.

> Can't build chips True, but that's true for every country, even Taiwan. If ASML (Dutch company), Applied Materials, LAM Research, KLA, Synopsys, Cadence (US companies), Tokyo Electron, Shin-Etcu (Japan) and literally hundreds of other companies didn't cooperate, TSMC couldn't function either. BTW, that's why China can never "take over" TSMC - they can just make it defunct when all these other companies stop doing b…

And how many of tanks was the US able to send to Ukraine? 31 And are we cranking up our industrial might to make more tanks? No, we aren't making any, not for Ukraine, not for US. Sometime in the 2030s we are supposed to have a modified and improved M1E3. The success of the tech industry is orthogonal to globalization.

> No, we aren't making any, not for Ukraine, not for US.

GDLS in the US is making new-build M1A2 SEPv3 tanks for Poland and Australia.

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