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

wsj.com

41–50 of 1001 posts

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

#41
post #19
post #13

Earlier quoted context omitted.

The president can’t just unilaterally cancel a piece of legislation already signed into law. But maybe he gets the new congress to repeal it.

He sure seems to be able to just terminate legislation signed into law. He already did it with USAID, and is in the process of doing it to many other departments.

USAID is a waste of money. Good riddance.

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

#42
post #26
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, by now, yes.

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

#43
post #26
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 should have the troops wear Apple uniforms instead of green camo fatigues. Gotta make the ultimate sacrifice for our tech overlords.

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

#45
post #14

Earlier quoted context omitted.

Chips are but a tiny reason the US wants to maintain the independence and integrity of Taiwan. (The same can likely sadly be said of their democracy, given the US stance on Ukraine.) Taiwanese independence is primarily about containing China's naval power projection and their ability to keep unimpeded shipping lanes open during times of war. China can currently be easily blockaded, and within a few weeks of such bloc…

What do you think it can be blockaded with? Submarines... barely. Carriers are sitting ducks these days, especially since China already has an equivalent of Russian Onix missiles and launch platforms. Subs won't cover the land corridor, and they will get all they need across the Russian border if it comes to that. China will eventually get Taiwan without firing a shot. Pretending that the US can defend an island next…

The Taiwan Strait is around 180 KM long, UK to France is around 30 to 40 KM in comparison. That same strait is also not safe to traverse except for two periods each year, so if they are going to invade we will know beforehand.

China needs to win this quickly, because any sort of kinetic war is going to put freeze the global economy and likely cause a mass recession, while the USA (& India) can blockade China's supply and oil chains from the Middle East beyond their force projection. Russian-Chinese infrastructure in Siberia isn't well developed and could also easily destroyed with strategic weapons from Alaska. Not to mention the sheer logistics of sending and maintaining millions of men across the strait. One missile and those troops sink into the ocean.

Trying to do a blockade on Taiwan premature isn't a good idea either, because it's conversely giving the USA the first move to organize it's forces out of harm's way, and basically turns a signficant chunk of the PLAN into sitting ducks out at the sea. Most Chinese victories are predicated on the China quickly wiping out US assets in Japan, Korea and Guam, if they don't manage to do that and fail to achieve air superiority, their troop carriers are going to sitting ducks for drones and fighters in the air.

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

#46
post #40

Earlier quoted context omitted.

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 th…

[deleted]

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

#47
post #17

Earlier quoted context omitted.

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.

You realize that the US buys energy from Canada right? The US has no advantage on energy. Even in Europe, building more power capacity is simply a matter of wanting to.

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

#48
post #14
post #5

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

Chips are but a tiny reason the US wants to maintain the independence and integrity of Taiwan. (The same can likely sadly be said of their democracy, given the US stance on Ukraine.) Taiwanese independence is primarily about containing China's naval power projection and their ability to keep unimpeded shipping lanes open during times of war. China can currently be easily blockaded, and within a few weeks of such bloc…

It’s a nice line to say the US cares about democracies but I think history has shown that geopolitics trumps form of government every time. The US allies itself with dictatorships when it is expedient and overthrows democracies when it is expedient.

You are right that Taiwan makes it harder for China to project its navy, but chips are by far more important now. Building fabs in the US means we don’t have to defend Taiwan, because it’s looking less and less possible.

Also, China has a huge internal border, including a shared border with Russia. Even with a total naval blockade it would only increase food and energy costs. And sanctions won’t work, they didn’t even work with Russia and China is the number 1 trade partner globally.

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

#49
post #26
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.

The phrasing of your question makes it sound like you clearly do not think Taiwan is worth defending. Perhaps a more interesting question would be - where is the line for you to consider a war is worth fighting for? Is it only when your country is being attacked and you need to defend it? If so, take a guess what WW1 and WW2 would have looked like if everyone had that opinion.

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

#50
post #5

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

The US was defending Taiwan against China long before TSMC was founded. If anything I'd worry it goes the opposite way. In the status quo, if the Chinese military can prevent TSMC from operating or prevent their products from being exported, wouldn't the US almost have to capitulate in exchange for a chips deal?
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