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US reportedly forcing TSMC to buy 49% stake in Intel to secure tariff relief

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Re: US reportedly forcing TSMC to buy 49% stake in Intel to secure tariff relief

#421

Post by Detrytus »

wat10000 wrote: post #339
spangry wrote: post #296

Earlier quoted context omitted.

> The US gets a stronger position with China such that china attacking Taiwan would be like bombing Apple or Google. The USA will go to war over that. If TSMC has effectively transferred their technology to Intel, doesn't this remove a reason for the US to defend Taiwan?

The US has been defending Taiwan since before integrated circuits were invented. Supporting an ally and a democracy in a critical location is the only reason that matters. That doesn’t matter much to this administration, but it’s not like they’re going to care about TSMC either.

You are so naive to think that US actually cares about democracy. Do you ever wonder why they invaded Iraq two times, but never really bothered to invade Cuba, which is in their backyard? Because Cuba has nothing of value, no natural resources, no valuable technologies. So the US tolerates communist regime in Cuba, because there's no money in invading it.

I will disregard "Bay of Pigs Invasion", since that wasn't really US military operation, but some small scale, CIA orchestrated coup.

Re: US reportedly forcing TSMC to buy 49% stake in Intel to secure tariff relief

#423

Post by teaearlgraycold »

cherryteastain wrote: post #32

Tariffs kinda make sense when you have a deficit in a widely available item. Big trade deficit with Bangladesh? Sure you can buy cheap textiles from Thailand or Vietnam or something. Unfortunately this approach does not work when you lack a viable domestic alternative and you're up against a monopoly. What will the US do if TSMC does not blink? Not buy TSMC made chips? Obviously that is impossible, so the logical con…

The tariffs are largely just a means to getting world leaders to beg Donald Trump for relief. I can’t imagine many things making him happier.

Re: US reportedly forcing TSMC to buy 49% stake in Intel to secure tariff relief

#424

Post by lukas099 »

ModernMech wrote: post #149
Alupis wrote: post #110

Earlier quoted context omitted.

Nothing will change in the US if Ukraine falls tomorrow. People love to cry foul when the US flexes it's might... then cry foul when the US takes a back seat... literally cry foul no matter what the US does. If Ukraine is so important to the world order, why has Europe (you know, Ukraine's actual neighbors) not stepped up with their full military power? Why is Europe not threatening troops, missiles, aircraft, tanks,…

> Nothing will change in the US if Ukraine falls tomorrow. It certainly will when Putin moves on to invading Poland or Finland. The whole point of holding the line at Ukraine is because everyone believes Putin won’t stop there.

After the unexpected difficulty of the Ukraine war, how likely is it that they would try to extend themselves even further, against stronger countries than Ukraine?

Re: US reportedly forcing TSMC to buy 49% stake in Intel to secure tariff relief

#425

Post by frm88 »

Nevermark wrote: post #278
nosignono wrote: post #207

Earlier quoted context omitted.

It has nothing to do with stupidity. Stop painting people as idiots because they exist in one of the most information hostile environments in human history. This isn't some natural state that's unrecoverable. The people you describe have been given a highly addictive media environment tailor made to engender outrage and drive behavior. It shouldn't be a shock when most people cannot resist it. The first step to chang…

> It has nothing to do with stupidity. In addition to being rude, its not a particularly clear word. So I coined "idiodidact", to specifically describe people who have personal selectivity with regard to being teachable. (Greek/English usage: "idios"/personal choice + "didact"/taught) Any resemblance, to any other word, would be a coincidence.

Brilliant. I'm stealing this.

Re: US reportedly forcing TSMC to buy 49% stake in Intel to secure tariff relief

#426

Post by protimewaster »

CSMastermind wrote: post #403
eru wrote: post #396

Earlier quoted context omitted.

> Tariffs kinda make sense when you have a deficit in a widely available item. Big trade deficit with Bangladesh? Sure you can buy cheap textiles from Thailand or Vietnam or something. Sorry, how do they 'make sense'? What's the problem with a trade deficit with Bangladesh? And in your example, you'd just shift bilateral trade balances around, without impact the overall trade balance of the US? I could perhaps believ…

Because of the Triffin dilemma: https://en.wikipedia.org/wiki/Triffin_dilemma Trade deficits in isolation aren't good or bad but because the US has the world reserve currency it must supply it's currency to the world. This basically forces it to have a trade deficit with everyone which over time can hollow out manufacturing sectors. Making the whole economy vulnerable to shocks and ultimately causing it to fail. It's…

> You might not like Trump or his approach but he is directionally correct and does have a powerful bargaining chip (access to the US market - which is basically on track to be the only 1st world consumer driven economy 5 years from now).

Interestingly, though, Robert Triffin International put out a paper essentially arguing that Trump's tariff approach is all wrong.

Re: US reportedly forcing TSMC to buy 49% stake in Intel to secure tariff relief

#427

Post by pests »

dylan604 wrote: post #345
wat10000 wrote: post #330

Earlier quoted context omitted.

If you’re too busy to find out what tariffs are, fine. I get it. But then don’t have an opinion on the matter. Don’t vote for an absolute shithead because you think these things, which you’re too busy to find out about, will be great for the country.

Having an opinion is a constitutional right. You can't tell people not to have an opinion. That is stupid. People vote for many reasons while a lot of those vote on a single issue. If the person receiving their single issue vote means there's baggage to get their one hot button item then so be it. I voted for someone not for what they represented so much as it was a vote not for the other person. The person receiving…

Who has a single issue and doesn’t understand that issue at all though?

Re: US reportedly forcing TSMC to buy 49% stake in Intel to secure tariff relief

#428

Post by thisisit »

lanthissa wrote: post #259
cherryteastain wrote: post #32

Tariffs kinda make sense when you have a deficit in a widely available item. Big trade deficit with Bangladesh? Sure you can buy cheap textiles from Thailand or Vietnam or something. Unfortunately this approach does not work when you lack a viable domestic alternative and you're up against a monopoly. What will the US do if TSMC does not blink? Not buy TSMC made chips? Obviously that is impossible, so the logical con…

tsmc(taiwan) will blink for the same reason europe did and japan did, and for the same reason india and brazil did not. when you take a step back and look at the deal breakdown, this is protection money not a trade negotiation.

Different countries have different considerations.

Most of these "deals" aren't deals and rather frameworks. And given the tumultuous nature of bilateral trade where countries might not follow on their promises. Happens all the time and countries end up arguing at the WTO. So, it is hard to say whether Europe or Japan "blinked". Given the timing of the European deal it might be to help Trump so that he does not have egg on his face for not having 200 deals by 1st August.

India wants to cozy up to US and was one of the first countries to start trade negotiation. Trump-Modi dynamic has been good. The sticking point is agriculture and dairy. Both countries subsidize agriculture and diary. And in both countries farmers form a big chunk of politically aware voters. For the Indian government it is political suicide to even nod along like Japan and Europe. But if you hear Trump he keeps saying it is about Russian oil.

Brazil might have the same issue. Historically, US was the largest soyabeans exporter. But last time Trump got into a trade war with China, the country has moved away from US exports and started buying from China. So, again even the appearance of a deal might be problematic for the government.

And reading this side by side, maybe US farmers are not that economically aware?

Re: US reportedly forcing TSMC to buy 49% stake in Intel to secure tariff relief

#429

Post by thisisit »

xyst wrote: post #48
cherryteastain wrote: post #32

Tariffs kinda make sense when you have a deficit in a widely available item. Big trade deficit with Bangladesh? Sure you can buy cheap textiles from Thailand or Vietnam or something. Unfortunately this approach does not work when you lack a viable domestic alternative and you're up against a monopoly. What will the US do if TSMC does not blink? Not buy TSMC made chips? Obviously that is impossible, so the logical con…

> ... American consumers will end up paying the tariffs This has always been the case. I have never heard of a company absorbing tariffs on behalf of consumers in the day and age of "trickle down economics".

Well, MAGA supporters have never heard of consumers paying tariffs:

https://x.com/dieworkwear/status/1951851958559703117

Re: US reportedly forcing TSMC to buy 49% stake in Intel to secure tariff relief

#430

Post by mjevans »

nine_k wrote: post #350
senkora wrote: post #308

Earlier quoted context omitted.

> This is really bailing out current management-- letting them be replaced by the more capable TSMC people The trouble with a competent organization buying a decadent organization is that leadership at the decadent organization is often much better at winning political infighting (they have a lot of practice). So it’s very easy to end up in a situation where the disfunction metastases up into the parent. At the very…

Yes, the Boeing buying McDonnell case :( But the buyer can just unconditionally lay off all the top brass, exactly for that reason. The layoff can be more of a golden parachute kind, to prevent any sabotage.

Why don't we ever see management suddenly locked out without any ability to get into their accounts or buildings?

They failed the duty, no golden package or BS.

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