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Intel and the $1.5T chip industry meltdown

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511–520 of 734 posts

Re: Intel and the $1.5T chip industry meltdown

#511

Earlier quoted context omitted.

China can just send cruise missiles to start and ignore beaches. A major power with 1.2 billion people can take an island of 20 million 80 miles away from its shores.

If they want to make a desert and call it peace, perhaps. Seems like a bad strategy to smash a crown jewel before you annex it.

They will take it without a fight

Re: Intel and the $1.5T chip industry meltdown

#512
post #484

Earlier quoted context omitted.

Yeah, I can't imagine he was happy with TSMC having to cancel all its sales to Huawei. But that wasn't really Tsai's fault; nobody is able to moderate the US, and the sanctions weren't a Taiwanese policy. I was thinking reunification was really the only path to saving TSMC, but if Chang agreed, he probably would've declined the invitation to the photo op; and obviously he knows more than I do about the issues. Instea…

hmmm....not sure I agree here. Tsai is not entirely a creature of the US, and has indirectly - perhaps initially, inadvertently - manipulated the US by pushing for an unendorsed independence, forcing the US to deal with a situation they hadn't before considered - a 'two china' outcome. However, now that US does sees this outcome, it cannot unsee it and is thus driving hard to secure that outcome, no doubt as a steppi…

Hmm, interesting. I'll have to think about that.

Re: Intel and the $1.5T chip industry meltdown

#513

We've reached or are approaching "peak tech". The other day we were discussing Pablo Azar, "Computer Saturation and the Productivity Slowdown" (Federal Reserve Bank of New York Liberty Street Economics, October 6, 2022) [1] Simply reinventing systems and deliberately obsoleting stuff to create fake demand is over. The metaverse isn't hoing to happen. People are fatigued with tech. We're entering a different era in wh…

I truly do not think so.

I have experienced a handful of magic products, Apple products which are the best example, that are built from incredibly capable software that takes cheap hardware components and makes them sing. All objects could be like this, deep software capabilities running on a few dollars of hardware. I have the idea that the demand for people that can create software is bottomless, that there will always be more thing to turn into perfect iThings.

Re: Intel and the $1.5T chip industry meltdown

#514

Earlier quoted context omitted.

If they want to make a desert and call it peace, perhaps. Seems like a bad strategy to smash a crown jewel before you annex it.

They will take it without a fight

That simple sentence is doing a lot of heavy dodging to ignore all of the points brought up in the post upthread about the inherent difficulties involved in naval landings.

Now, if you're going to say economic pressures will lead to political settlements without conflict, then that's a discussion to be had.

Re: Intel and the $1.5T chip industry meltdown

#515
post #188

To be perfectly honest, this is still within a 1000km radius circle that encompasses Taiwan, South Korea and Japan. That covers the majority of next-generation fabs that aren't Intel. It's great to legally diversify these fabs, but it does very little to mitigate geopolitical issues that are brewing in and around the east china sea.

How does it do little to diversify these fabs? The current situation is that if China invades Taiwan, the entire Western world is compelled to engage militarily over Taiwan's high end chip fabs. It cannot be overstated how much we depend on that, if TSMC operates in other countries, we don't HAVE to engage in WW3.

The western world would not be compelled to engage militarily over Taiwan. We'd only need to provide money and weapons to Taiwan (rank #21 military in the world) to hold off China (#3) indefinitely given the fact that Taiwan is incredibly difficult to invade due to the barrier the mountain ridges form around it and the narrow straight leading to it for a sea attack. It's a natural fortress. Look at the ongoing failure of Russia (#2) in Ukraine (#22) despite not having difficult land to traverse in their invasion and having a greater advantage in military power by comparison.

Re: Intel and the $1.5T chip industry meltdown

#516

Earlier quoted context omitted.

> Who is threatening Japan with cruise missiles? Certainly not China or Russia. North Korea, perhaps. China has said that they believe that, in the event of hostilities over Taiwan, they will be obligated to strike US forces everywhere in the region -- and the US Navy still has a strong presence in Japan. Also S. Korea and the Philippines. This means potentially launching missiles at these countries too, and the Chin…

That sounds like saber rattling to me. Trying to scare diplomats with talk of armageddon to secure a better bargaining position. It's a constant of international politics and one shouldn't read too much into it. The same is true of North Korea talking about turning Seoul into a crater whenever they need to ask for food aid.

It is, for now. But it would be a lot safer if the chip fabs werent all located along a hotly contested south china sea.

Re: Intel and the $1.5T chip industry meltdown

#517

Earlier quoted context omitted.

This sounds like what was being said about Taiwan a few years ago.

It absolutely does not. Taiwan was never under any sort of agreement, and the USA has always been ambiguous about its policy towards Taiwan. This is completely different from the mutual defense agreement that Japan has with the USA, where it has been made very clear that the USA will protect Japan. I understand you want to have a critical opinion, but you need to look at the facts.

In particular, Japan has the economic and technological might to have been able to make nukes decades ago. They didn't because they received a promise from the US that if anyone nuked them, the US would retaliate with its nukes. In exchange, Japan promised it would not make nukes (and probably also promised to consult with the US on Japanese national security matters). This deal came about because both Japan and the US see the value in keeping the number of countries with nukes low.

Re: Intel and the $1.5T chip industry meltdown

#518

Thanks (O/T: copy-pasting text into vim to even read TFA high times to flag ad-ridden, basically unreadable content, or not link to it in the first place)

Adding https://remove-js.com/ before the URL i.e. https://remove-js.com/https://www.economist.com/business/202... is often an easy fix for news websites. The page actually looks beautiful with this, and the content is front and center.

Re: Intel and the $1.5T chip industry meltdown

#519

We've reached or are approaching "peak tech". The other day we were discussing Pablo Azar, "Computer Saturation and the Productivity Slowdown" (Federal Reserve Bank of New York Liberty Street Economics, October 6, 2022) [1] Simply reinventing systems and deliberately obsoleting stuff to create fake demand is over. The metaverse isn't hoing to happen. People are fatigued with tech. We're entering a different era in wh…

I think we may have reached peak consumer tech

I think there is plenty of industry tech left to be developer

Re: Intel and the $1.5T chip industry meltdown

#520

Earlier quoted context omitted.

But China doesn't actually have a lot of technological prowess on their own. The USG might be trying to slow them down but they're not concerned about China militarily. I worked for a defense contractor back in the early 2000s when the USG was selling a lot of arms and systems to Taiwan. I got to see the bullying in person via the ASOC (part of the C4ISR platform) system we were installing. China would routinely fly…

Things changed. Most war games/simulations around Taiwan that I'm aware of were lost by US or stalemated. "US Could Lose 1000 Fighter Jets, Its Entire Global Fleet If It Goes To War Against China Over Taiwan"[1] 1. https://eurasiantimes.com/us-could-lose-over-900-fighter-jet...

Fundamentally the access to resources would make defending Taiwan exceptionally challenging. The real answer to the war though is disconnect our supply chain dependencies from China and let them sink into economic chaos, and that is easily winnable and already in work.
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