Earlier quoted context omitted.
They already lost access.
Chinese companies seem to not have much trouble getting a hold of advanced chips, despite the embargo. There is also very elastic demand for less advanced chips despite China's efforts towards autonomy.
TSMC expected to announce $100B investment in U.S.
411–420 of 1001 posts
Re: TSMC expected to announce $100B investment in U.S.
#412Earlier quoted context omitted.
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. crashin…
Regarding "crashing real estate": actually, most other countries would love to have built enough to bring down real estate prices. Being able to afford a place to live is good for most people! But of course, investing in real estate makes you interested into increasing the value of your property, so you're now incentivized to stop more real estate being built (and also to stop anything else that might decrease the value of your property - thus NIMBYism).
Re: TSMC expected to announce $100B investment in U.S.
#413Earlier 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.
Re: TSMC expected to announce $100B investment in U.S.
#414The 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…
If China decides to invade, everyone would likely know it weeks in advance. They just could not be sure if it's an actual invasion or a massive military exercise that simulates an invasion. And in either case, the US would have plenty of time to decide whether to commit additional carrier strike groups to the region before anything happens.
Re: TSMC expected to announce $100B investment in U.S.
#415The 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…
Re: TSMC expected to announce $100B investment in U.S.
#416The 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…
> From China’s perspective, the cost of war is much higher than the cost of developing these chips themselves. For China it’s not about the chips. It’s about getting rid of the humiliation that is having a small island, that was originally part of China, not be a part of China.
Re: TSMC expected to announce $100B investment in U.S.
#417The 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…
Taiwan is ridiculously favourable terrain for the defenders; if they fight back, there can't be quick victory, and the US will be able to play merry hell with China's naval logistics from day 1 (obviously with escalating levels of firepower available over time as more resources move in-theatre).
China could secure a more reliable victory by expending most of it's ballistic missile inventory to incapacitate the US bases in Guam and Okinawa, but that would inexorably trigger WWIII.
Re: TSMC expected to announce $100B investment in U.S.
#418Earlier quoted context omitted.
I don't think there are any multi-trillion dollar deposits of any "minerals" there. If there were, Ukraine wouldn't be so poor. Even pre-war it was the poorest country in Europe per capita. One can argue that it was mostly due to their insane levels of corruption, but then again, if there were any multi-trillion dollar deposits of anything there, Western investors (including Hunter Biden, no doubt) would be all over…
Zelensky predictably plays the tough guy by telling him to pound sand. Zelensky flew to Washington to sign the agreement, and fully expected to--they waited an hour after the blown up press conference before being told to get out. Diplomatically, Zelensky wasn't even badly behaved in the press conference. Vance and Trump kept escalating the discussion. If there was a play, it was one constructed by Trump to give hims…
Re: TSMC expected to announce $100B investment in U.S.
#419Earlier quoted context omitted.
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…
Russia is out of the AI race. That has been lost and there's no way to reverse it. If Russia wouldn't have started a war, it could have focused on building huge datacenters. It has all the energy it would have needed, now all it can do with it is sell it to China for cheap.
Huh, anybody with a laptop and an internet connection can be in the AI race within a few months if not weeks or days.
Re: TSMC expected to announce $100B investment in U.S.
#420Earlier quoted context omitted.
Russia is out of the AI race. That has been lost and there's no way to reverse it. If Russia wouldn't have started a war, it could have focused on building huge datacenters. It has all the energy it would have needed, now all it can do with it is sell it to China for cheap.
What does Putin care about AI? From his perspective, a war and making Russia bigger, and being the supreme commander, is more fun. Remember, he's old, probably a bit tech incompetent (compared to most people here). > [Russia] could have focused on building huge datacenters. Maybe that's what you think is important (or even what is important), but Putin is a different creature