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

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

#61

Might be a silly question but considering the tensions between US and EU right now... What would happen to all these deals if ASML was was not allowed to sell their machines to US companies? I don't know enough to even speculate on these wild scenarios

I think people give too much importance to being 1-2 generation ahead. Even if TSMC dies(slowly), it won't affect the world too much if Samsung continues to stay one generation behind with Intel likely joining them.

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

#62
post #57
post #53

Earlier quoted context omitted.

Not trying to be flip or anything, but why can't it just be to defend the US? From anyone who may come. Serious question.

>why can't it just be to defend the US? It was that way for most of our existence (and empire building). The whole world police thing came after WWII.

And that wasn't a terrible idea.

I don't necessarily believe maintaining a ludicrously strong military for the purposes of defending our homeland is a bad idea. Maybe I'm just being silly, but like, why would you not want the strongest military you could possibly muster to defend your nation?

Maybe I'm thinking about it wrong? But I don't think so.

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

#63
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.

Is chip manufacturing particularly energy intensive? I would expect that chip plants are not that price sensitive about electricity, within reason.

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

#64
post #59

Earlier quoted context omitted.

Yes, by now, yes.

I suspect there are not many outside your own acquaintances willing to have their children drafted to defend Taiwan. Just being realistic. Americans were committed to these things because leadership committed us to these things and would make it illegal for us to get out of it. Given an actual choice, not many Americans would have willingly gone to, say, Vietnam. Maybe a few brainwashed anti-communists, but the avera…

You either fight far away or you fight at home. The choice to fight though is not yours to make. Its the choice of the defectors of law, of Despots and murderers. You can fight them today, while they rob you with a stick or tomorrow, when they have a gun. But fight you must.

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

#65
post #5

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

This comes so often in HN it is wild. Risking WW3 and killing millions just because Samsung is 2 years behind TSMC. To save a year we would set world decades or centuries back.

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

#66

Earlier quoted context omitted.

I doulbt anyone will build a factory in Europe. It won't be competitive because of the energy prices on the continent.

Is chip manufacturing particularly energy intensive? I would expect that chip plants are not that price sensitive about electricity, within reason.

It is.

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

#67
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…

Naval warfare is more about hardware than manpower. American casualties in the Pacific Theater of WW2 were only ~100k dead and ~200k wounded.

The US alone would lose in that as well, because its shipbuilding capacity is minimal. But together with South Korea and Japan, it could compete against China on a level ground.

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

#68
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.

Prices in the nordics aren't that bad.

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

#69
post #47

Earlier quoted context omitted.

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.

Right. I do. The US buys a lot of it, and it is cheap.

As for Europe, you are right, partially it's a matter of a mindset, however there are objective reasons for expensive energy. France's access to cheap uranium is almost gone. Europe refuses to sign long-term russian gas delivery contracts and are buying spot which costs arm and leg (whatever is left of it). German power plants are shuttered. LNG imported from the US is very expensive.

Some German CEOs (I think Volkswagen if I recall correctly) said recently that Germany offers no competitive advantage these days. I agree.

Where do you think manufacturing will go? Energy is everything.

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

#70
post #59

Earlier quoted context omitted.

I suspect there are not many outside your own acquaintances willing to have their children drafted to defend Taiwan. Just being realistic. Americans were committed to these things because leadership committed us to these things and would make it illegal for us to get out of it. Given an actual choice, not many Americans would have willingly gone to, say, Vietnam. Maybe a few brainwashed anti-communists, but the avera…

You either fight far away or you fight at home. The choice to fight though is not yours to make. Its the choice of the defectors of law, of Despots and murderers. You can fight them today, while they rob you with a stick or tomorrow, when they have a gun. But fight you must.

You either fight far away or you fight at home.

That's just the sort of macho thinking that has caused so many military endeavors to fail throughout history. Maybe the politics is about soundbites like that one? I don't know? I'm not a politician. But the actual prosecution of a military conflict is about outcomes. Not soundbites.

Will there be a good outcome or not?

I mean, if it makes you feel any better, you can think of it this way. Our past has taught us that, without question, it is best to fight far away, but only after an enemy has been weakened by others.

I know how that sounds to many non-US citizens. But I'm just being honest about how the thinking in America has developed historically.

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