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Intel and the $1.5T chip industry meltdown

economist.com

581–590 of 734 posts

Re: Intel and the $1.5T chip industry meltdown

#581

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.

(We detached this subthread from https://news.ycombinator.com/item?id=33245988)

Re: Intel and the $1.5T chip industry meltdown

#582

Earlier quoted context omitted.

Why? If China decides to invade Taiwan surely they'll do everything they can to not give the rest of the world a reason to intervene. They want Taiwan not a war with the entire west all at once.

The United States has indicated that they would intervene, which means the only way to have a chance at a successful amphibious landing would be to conduct preemptive strikes against US bases in the region. To do so would be a direct declaration of war against the US and NATO, which, at current, China cannot hope to win. I think China is out of there mind here. They either are A. willing to smash Taiwan to rubble and…

> The United States has indicated that they would intervene,

The US has made multiple unclear statements. What one president may say, another may walk back or reverse. Or the US might simply not do what they said, or adopt some face-saving half-measure.

Killing US troops stationed in Japan, OTOH, would force a very strong response; even if the government wanted to deescalate, the public wouldn't let them.

Re: Intel and the $1.5T chip industry meltdown

#583
post #522

Earlier quoted context omitted.

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 failur…

How do you provide weapons to Taiwan if Chinese Navy blockades Taiwan?

Blockading Taiwan would require cooperation from Japan, and that's not going to happen

Re: Intel and the $1.5T chip industry meltdown

#584

Earlier quoted context omitted.

How? China doesn't possess the capability to build their own competitive chips. The chips they do manufacture do not require high precision. Everything I've read about China over the last few years has indicated it is, generally, unsustainable. From their disastrous fiscal policies of internal hyper-finance [0], their weakening navy [1], their aging population that's well on its way through decline [2] and the [3] co…

China has recently developed a low-altitude, hyper-sonic missile platform (DF-ZF) for which the USA doesn't have a great defense against. And this platform is specifically designed to attack carrier groups. THAAD can theoretically stop these missiles but the range for doing so is extremely limited due to the speed (up to Mach 10) and low altitude these missiles fly at.

That system was designed using US tools. It is simulated on computers whose chips, OS, system and software were all made in the west.

https://freebeacon.com/national-security/report-missile-tech...

Re: Intel and the $1.5T chip industry meltdown

#585

Earlier quoted context omitted.

Ukraine is fighting its own fight but it's far from alone.

Yes, but I think America will walk back it's current hawkish defense posture around going head to head with china over Taiwan over the next 10 years. If they get into a fight, I expect the US to supply arms and money but not soldiers or marines. This posture change will keep pace broadly with the American domestic chip fab industry.

The US has had Taiwan in its China war plan for decades now. It is the single best point to defend against an aggressive China.

Re: Intel and the $1.5T chip industry meltdown

#586

Earlier quoted context omitted.

What makes you think the government could run them better...?

You could run them exactly how they are structured today if you want. Youd reap savings by not having shareholder profits to maintain and could use that money that would otherwise be wasted on luxury spending for major shareholders for more R and D.

Sounds just like what China has been trying to do in their semiconductor industry for years without success

Re: Intel and the $1.5T chip industry meltdown

#587

Earlier quoted context omitted.

International law is not a good example here because actually if you look at international law then Taiwan is part of China and formally it's considered as part of China by US, EU etc. Taiwan is not a state from perspective of international law so from this perspective it doesn't have sovereign airspace.

I thought China snubbed their noses at International rulings regarding the South China Sea? Now they get respect from same authorities? Can't have it both ways. Join world system or reject it. https://www.cfr.org/councilofcouncils/global-memos/hague-tri...

A lot of democracy has it both ways, why can't China?

Re: Intel and the $1.5T chip industry meltdown

#588
post #22

China already declared that it will use force in Taiwan if "possibilities for a peaceful reunification should be completely exhausted". From Chinese Anti-Secession Law: Article 8: In the event that the "Taiwan independence" secessionist forces should act under any name or by any means to cause the fact of Taiwan's secession from China, or that major incidents entailing Taiwan's secession from China should occur, or t…

The US isn't going to be caught off guard by China. What the west has been doing for Ukraine in the last few months in terms of weapons, the US and other countries have been doing for Taiwan over the last few decades: https://en.wikipedia.org/wiki/List_of_US_arms_sales_to_Taiwa... The latest sale involves adding 60 Harpoon anti-ship missiles to the pile of hundreds they already have. China will not have an easy time…

It’s not impossible.

China moves at a different pace than the West.

They might retake Taiwan in 2100, after a couple generations maybe care more about shared culture and language than democracy.

Re: Intel and the $1.5T chip industry meltdown

#589

Earlier quoted context omitted.

The fact remains that if US policies were implemented in China, it would mean the tacit acceptance of killing 4-5 million people.

It's not a fact, come on. Many countries that didn't choose to lock down their population did better. Actually, since vitamin D deficiency is a risk factor, it may have increased deaths and decreased the overall health of the population.

you gonna gamble millions of lives?

Re: Intel and the $1.5T chip industry meltdown

#590
post #215

Earlier quoted context omitted.

"Chinese law" - an oxymoron ;) They said they will retake Taiwan and they can and few will really care. So of course they will.

They can't, not even remotely close any time in the next 20 years at least. Can you imagine what a landing beach would look like being pounded by drone spotted artillery? See war in Ukraine. Forget the approach, anti ship missiles, mines, sheer volume of logistics needed. Stepping on the landing beach is a suicide without absolutely astronomical advantage in air power and ability to suffer huge attrition, even then..…

They will fire 10,000 drones/missles and destroy the power/water/internet/fuel since those are legit military target as we saw in iraq war 1
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