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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.

#651
post #21

Earlier quoted context omitted.

Exactly. Its the only card Taiwan holds once its gone America will never care about them

These comments just ignore history. Tsmc wasn't even founded until 1987, let alone dominant. US commitments are from WW2.

I think Trump already showed that history is not a reason for him

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

#652

Earlier quoted context omitted.

You speak as if you have some special insider knowledge. I personally would guess that the 9-dash line also has something to do with them wanting to take Taiwan.

Insider knowledge? Not really, unless you count asking actual chinese and taiwanese nationals what they think about it instead of assuming their world view is the same as my own.

Thanks for clarification. Do you believe nationals of these countries (or any country in the world) know what the CCP actually wants i.e. its true goals?

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

#653
post #314

The 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…

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

#654

Earlier quoted context omitted.

A 'small' island with one of the most successful and thriving democracies in the East, that has world class industry. China cannot have a successful democracy on their doorstep, it undermines their perception of absolute Chinese superiority.

This seems like one of Putin's motivations for invading Ukraine. He couldn't stand having a prosperous Ukraine aligned with the EU and the US that could foment discontent inside Russia.

It's not just that he couldn't stand it, but rather what it does to his position inside Russia. If your business model is to rabbit on about how wonderful Russia is, and how sucky all other countries are, if there's a more successful more free country next door containing almost the same kind of people, then your words are hollow.

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

#655
post #550

Earlier quoted context omitted.

> They will only care about sea access. This is not why the CCP cares about Taiwan. And they’ve cared quite a lot since before there were semiconductors.

To follow up, Taiwan literally blocks their ability to see and defend against attacks coming from behind the Taiwanese island. It’s about observability and reducing easy beachheads.

On a more macro issue, it's also existential for the CCP because it shows the Chinese people (I'm talking the entire worldwide diaspora of people who call themselves Chinese) that there are indeed ways forward socially, culturally, technologically, economically, and most importantly, politically that are valuable to society that don't involve the CCP.

Hong Kong was a threat because it showed Chinese people directly that economic growth was possible without the CCP.

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

#656
post #418

Earlier quoted context omitted.

Watch _the whole_ press conference, the entire 53 minutes, not the carefully selected morsels that CNN prepared for you in order to mislead. Zelensky failed to read the room, and 23 minutes or so into the conversation he started to self-immolate, something Trump and Vance gladly helped him with.

I'd watched the whole thing live when it happened. I went back and watched from around 21min in to see what self-immolation you mean. Sequence of events - Trump downplays the need for security guarantees. "Security is maybe 2% of the problem, security is the easy part, I'm worried about getting the deal done." A "reporter" from OAN asks a kiss-ass question that can be summarized as "President Trump, how amazing and c…

He is not in a position to negotiate any "security agreement". The United States is unable to provide any real security agreement to a government that is quite obviously not interested in any real, lasting peace, one that sought repeatedly to drag us and Europe into WW3. Doing so is an open invitation to try and re-litigate the conflict (which the US/Nuland/USAID _created_ in 2013) a few years from now, this time with you and I in the trenches. "Soft" security guarantees, by establishing significant US interest in Ukraine's "minerals" (ephemeral though they may be), and therefore presence on the ground, was on the table, but Zelensky misread that as a robbery.

Emotional thinking and platitudes about "bullies" are not really applicable here. You have to think about the eventualities that we could be affected by if things go sideways, and with the current set of characters in Ukraine, they most definitely will, and soon.

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

#657
post #314

The 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…

The West will continue to do two things.

One, secure the supply of chips. Just look at what happened with COVID coinciding with increased TSMC fab demand from Apple, NVidia, and AMD.

Two, prevent China from gaining the technology and expertise to make cutting edge chips. This is already happening and can be handled a number of different ways if China even wanted to try gaining this capability from Taiwan (debatable).

Two doesn't really require defending Taiwan. One is the USAs primary economic concern.

And I know this is hard to believe, but there are actually still people ideologically aligned with supporting democracies against invasion by fascist countries..

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

#658

Earlier quoted context omitted.

Can we really be sure what the new 2025 version of the US would do in such a scenario? I highly doubt the new US is going to intervene in defence of any of its erstwhile allies.

Trump's extreme unpredictability might actually be a advantage in this scenario.

The CCP owns Trump.

They could stroll into Taipei and Trump wouldn't lift a finger.

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

#659
post #550

Earlier quoted context omitted.

> They will only care about sea access. This is not why the CCP cares about Taiwan. And they’ve cared quite a lot since before there were semiconductors.

To follow up, Taiwan literally blocks their ability to see and defend against attacks coming from behind the Taiwanese island. It’s about observability and reducing easy beachheads.

China has the biggest Navy in the world and they regularly circumnavigate Taiwan. They're not just sitting there on the mainland with binoculars wishing they could see what's on the other side.

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

#660

Earlier quoted context omitted.

A 'small' island with one of the most successful and thriving democracies in the East, that has world class industry. China cannot have a successful democracy on their doorstep, it undermines their perception of absolute Chinese superiority.

China is a democracy. It's literally what you're describing Taiwan as. That said I do agree that it does cause China's superiority to be called into question. Imagine if the Confederate states of America managed to take hold of Cuba and hold out. EDIT: I'm literally factually correct. In 5 of the 6 indexes China has a Democracy score where as Brunei, an absolute monarchy, doesn't!

China has "democracy" in the same way it has the freedom of speech.

In China, you can vote for The Party, or, for The Party. Much like how in the USA, you can vote for the red wing of the Centralized Corporate Power Party, or the blue wing of the Centralized Corporate Power Party.

Much like how in China, you have the freedom to stand in Tienanmen Square and shout "Down with the USA, long live Chairman Mao, long live The Party" much like you can do so in Times Square or in front of 1600 Penn or in downtown LA.

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