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

wsj.com

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

#71
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.

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

#72
post #44
post #5

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

OTOH, If they have production outside of Taiwan, then they can more credibly threaten to destroy the Taiwanese fabs if China invades.

But with an US fab that’s a threat mainly to China, without it’s global.

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

#73
post #68

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.

Prices in the nordics aren't that bad.

It went up considerably because of nordic exports to the rest of Europe. They are producing enough for themselves, but not if they have to share. It's the same reason why US gas prices are somewhat on the high side lately - a lot of it is exported to Europe, and the price differential is large enough to make this worth the trouble.

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

#74

Earlier quoted context omitted.

What do you think it can be blockaded with? Submarines... barely. Carriers are sitting ducks these days, especially since China already has an equivalent of Russian Onix missiles and launch platforms. Subs won't cover the land corridor, and they will get all they need across the Russian border if it comes to that. China will eventually get Taiwan without firing a shot. Pretending that the US can defend an island next…

The Taiwan Strait is around 180 KM long, UK to France is around 30 to 40 KM in comparison. That same strait is also not safe to traverse except for two periods each year, so if they are going to invade we will know beforehand. China needs to win this quickly, because any sort of kinetic war is going to put freeze the global economy and likely cause a mass recession, while the USA (& India) can blockade China's supply…

You are missing one thing: any weapons flying into China will result in stuff exploding in New York and Washington. US carriers will be sunk, and there is no appetite in the US for either scenario.

Anyway, the whole thing won't require a single shot. The island and the mainland have close economic ties; people that determine taiwanese policy are heavily invested in China. All the tough words that are being said are for public consumption.

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

#75

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

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

#76
post #47

Earlier quoted context omitted.

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 th…

However hard it is, the decline of the US is going to force Europe and the rest of the western countries to build out replacements for US labour and goods. The US is simply not a reliable trading partner nor ally under the new administration. Energy will be built.

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

#78
post #5

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

The US was defending Taiwan against China long before TSMC was founded. If anything I'd worry it goes the opposite way. In the status quo, if the Chinese military can prevent TSMC from operating or prevent their products from being exported, wouldn't the US almost have to capitulate in exchange for a chips deal?

Capitulate? The US aren't going into a direct war against the PRC even if Taiwan is invaded.

The play is to create trouble to the PRC, to bar open access to Pacific and to control trade routes to Japan/Korea.

The US do not care about Taiwan beyond its "usefulness".

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

#79

Earlier quoted context omitted.

The US was defending Taiwan against China long before TSMC was founded. If anything I'd worry it goes the opposite way. In the status quo, if the Chinese military can prevent TSMC from operating or prevent their products from being exported, wouldn't the US almost have to capitulate in exchange for a chips deal?

Capitulate? The US aren't going into a direct war against the PRC even if Taiwan is invaded. The play is to create trouble to the PRC, to bar open access to Pacific and to control trade routes to Japan/Korea. The US do not care about Taiwan beyond its "usefulness".

I don’t know what you mean. The PRC already has open access to the Pacific and trade routes to Japan and Korea.

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

#80
post #56

Earlier quoted context omitted.

that's I suppose the risk one is willing to take when enrolling into the army?.. You're raising though a very good point, the US army is really large and it's not clear anymore what its purpose is anymore (not against Russia anymore, not against China soon/anymore, then what for?)

Against internal dissent and against the enemy of the day in the Western hemisphere (seems to be the plan).

Deploying the US army on US soil against US citizens would essentially be the end of the country. Whatever the outcome is would be a fundamentally different place. The military is an effective mechanism for pacifying the masses through employment.
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