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

wsj.com

671–680 of 1001 posts

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

#671
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…

China doesn't want Taiwan for TSMC. They want Taiwan because they see them as a rebellious province. In their mind, the Chinese civil war never ended and that island is the last bastion of the Kuomintang. One way I've heard it described in a way that is easier for Americans to understand is; Imagine at the end of the American Civil War, a confederate army retreated to an island like Cuba or Hawaii, they took it over…

> China doesn't want Taiwan for TSMC. They want Taiwan because they see them as a rebellious province. In their mind, the Chinese civil war never ended and that island is the last bastion of the Kuomintang. One way I've heard it described in a way that is easier for Americans to understand is; Imagine at the end of the American Civil War, a confederate army retreated to an island like Cuba or Hawaii, they took it over and have been calling themselves the real America ever since.

We know this version is closer to the truth because Mao tried to take Taiwan

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

#672
post #55

Earlier quoted context omitted.

USAID is a waste of money. Good riddance.

Yeah, kids starving and dying of cholera.. fuck em /s > The Inspector General also warned that $489 million in humanitarian food aid was at risk of spoiling due to staff furloughs and unclear guidance. The Office of Presidential Personnel fired the Inspector General the next day, despite a law requiring 30 days notice to Congress before firing an Inspector General.

Emergency and humanitarian aid wasn’t stopped. Your own quote alludes to it.

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

#673

Earlier quoted context omitted.

> Without security guarantees, you are asking Ukraine to “end the war” and give up massive territory and give Russia plenty of time to re-arm Plenty of time for Ukraine to re-arm as well. Ukraine is the one kidnapping men on the streets to send to the front line. > ROI of sending Ukraine our old equipment But that's not the only thing getting sent. > we would be abandoning an ally What alliance did US and Ukraine hav…

> Ukraine is the one kidnapping men on the streets to send to the front line Conscription as an enemy army marches through your borders is neither uncommon nor concerning. > But that's not the only thing getting sent. This line is essentially devoid of meaning without naming anything specific. The point is that what USA is sending is tremendous ROI in terms of damage to its enemies. Are you familiar with Budapest Mem…

> Conscription as an enemy army marches through your borders is neither uncommon nor concerning.

Having to rely on forcing men to the frontline is a clear indicator that the war is not going in your favour and you may need time to rebuild. It's also questionably immoral - forcing someone to fight.

> This line is essentially devoid of meaning without naming anything specific. The point is that what USA is sending is tremendous ROI in terms of damage to its enemies.

US has spent over $100B, in return for what? How has the average American benefited?

Are you okay with sacrificing hundred of thousands of Ukrainian lives to damage your enemies? Is that acceptable?

> Are you familiar with Budapest Memorandum

Yes. And it's not a defense pact. US followed through on all commitments it made.

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

#674

Earlier quoted context omitted.

China doesn't want Taiwan for TSMC. They want Taiwan because they see them as a rebellious province. In their mind, the Chinese civil war never ended and that island is the last bastion of the Kuomintang. One way I've heard it described in a way that is easier for Americans to understand is; Imagine at the end of the American Civil War, a confederate army retreated to an island like Cuba or Hawaii, they took it over…

It's worse than a rebellious province. It's a more successful rebellious province. For China, they hold up all of these technical accomplishments and quality of life improvements they have made under their one party system. But now over here is Taiwan that never bought in and is doing even better! It undercuts all of their messaging. If the communist party could wave a magic wand, they would take Taiwan and not just…

> they hold up all of these technical accomplishments and quality of life improvements they have made under their one party system. But now over here is Taiwan that never bought in

Never bought in to one party rule huh? It seems like people forgot about the 38 years of martial law:

https://en.m.wikipedia.org/wiki/Martial_law_in_Taiwan

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

#675

Even before getting into the geopolitics, isn't this almost exactly what the CHIPS act was supposed to do? You know, the one that the Trump team cut to shreds? This feels like it's all TV. Trump is doing what he's great at: slapping his name on work other people did in order to steal credit.

Trump has long boasted that he could have gotten semiconductor investments without subsidies. He would see it as a win if TSMC did the same thing, or even more, for free.

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

#676

Earlier quoted context omitted.

AI will, after all, become the second biggest weapon humanity has ever created.

That's only relevant to Putin's decision making processes if he shares that perspective.

"Artificial intelligence is the future, not only for Russia, but for all humankind," [...] "It comes with colossal opportunities, but also threats that are difficult to predict. Whoever becomes the leader in this sphere will become the ruler of the world."

Vladimir Putin, 2017-09-01

https://www.twz.com/14141/putin-says-whoever-has-the-best-ar...

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

#677
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…

> In the worst-case scenario, they would be 2-3 years behind the cutting edge, which is not mission-critical. It's also worth considering how such an event might affect the US and allies. Would it slowdown, perhaps even halt certain operations/efforts for the US. For instance, all those chips the US needs to build supercomputers for "weather research". ;)

What allies will the US have in a few years?

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

#678
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…

> From China’s perspective, the cost of war is much higher than the cost of developing these chips themselves. For China it’s not about the chips. It’s about getting rid of the humiliation that is having a small island, that was originally part of China, not be a part of China.

Not only this, but also having direct access to the Pacific ocean for blue water operations (without getting detected when talking about submarines).

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

#679

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.

Ukraine was the poorest country in Europe, and by most metrics, worse off than Russia before the war.

Sure, you can write all sorts of alt-history fanfiction about how great it would be if 2014 didn't happen, but that's just one of many possible futures.

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

#680

Earlier quoted context omitted.

It's worse than a rebellious province. It's a more successful rebellious province. For China, they hold up all of these technical accomplishments and quality of life improvements they have made under their one party system. But now over here is Taiwan that never bought in and is doing even better! It undercuts all of their messaging. If the communist party could wave a magic wand, they would take Taiwan and not just…

the US made China it's manufacturing arm and now the US wants to take that back? Kind of late. If China invades Taiwan, the US is to blame. Talk about putting all your eggs in one basket.

And China made the US its source of income. The relationship works both ways. The consumer market in China is a disaster.
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