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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.

#731

Post by dmoy »

xxpor wrote: post #687
ethbr1 wrote: post #684

Earlier quoted context omitted.

Hard to have a strong consumer market with 17%+ youth unemployment.

And the reason there's 17%+ youth unemployment is because there's a weak consumer market! This is what happens when you structure your entire economy around exports: artificially weak currency, capital controls, artificially low wages, etc.

Well also the 50%+ savings rate for a long time (down to the 30%s maybe ten years ago, then back up for awhile)

If everyone in the US saved 30-50%+ it would not go well for our consumer market either.

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

#732

Post by CSSer »

null_deref wrote: post #718
smaug7 wrote: post #628

Earlier quoted context omitted.

This to me is the correct answer. A lot of times in war it's not about logic or reason, it's about emotion and feeling. Throughout Chinese history, a leader is only "legitimate" or dare I say, have the Mandate from Heaven, when they have unified the country under one banner. It is a stain on their authority that there is "rouge" state outside the CCP's control. They will do anything to unify their country for nationa…

I’m not sure I agree, Xi already proofed that he’s a great political mind by his actions with in the inner politics of his own party. I think he’ll treat the war with Taiwan rationally as the political tool that it can be. When the set of constraints and what he has to gain will be in his favor he may do it. I’m not an expert but I honestly can’t not see him risk what he built for so many years for that amount of pot…

This is an interesting theory. Under this line of political thinking, it’s just as important that the U.S. project that they would come to help if the aim is political stability or maintaining the status quo.

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

#733

Post by FuriouslyAdrift »

tnt128 wrote: 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…

Defend? Probably not... but it does give cover to absolutely annihilate mainland China and reduce it's ability to compete with the United States to nothing for decades if not forever.

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

#734

Post by [deleted] »

gizmo wrote: post #525
jonkoops wrote: post #465

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 is basically the George Bush argument "they hate us because of our freedom". Totally absurd.

[deleted]

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

#735

Post by nthingtohide »

JumpCrisscross wrote: post #308
yo_yo_yo-yo wrote: post #300

Earlier quoted context omitted.

TSMC is the only card Taiwan has, hence your argument doesn’t hold water. But, I think I see where you’re going: the US preemptively destroying Taiwan’s fab capacity…

> TSMC is the only card Taiwan has In the way Ukraine’s only card is its mineral wealth, sure. Taiwan is the Belgium of the American security system. If our guarantees are useless there, they’re useless everywhere and new global security guarantors are needed. If Taiwan falls, moreover, China has unconstrained access to the Pacific. That brings the next conflict closer to American shores. It also threatens American n…

Why aren't people questioning the Ukraine mineral narrative? Is the news story really solid? We heard similar stories about Afghanistan. Here are some counterpoints. This video points out articles by Bloomberg stating Ukraine has no such relevant mineral reserves.

Ukraine's $500 billion rare earths scam: they don't exist, and we should know better

https://www.youtube.com/watch?v=tILXLxMTmgA

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

#736

Post by nthingtohide »

DeathArrow wrote: post #362
ninetyninenine wrote: post #269

Earlier quoted context omitted.

The U.S. frames its deteriorating relationship with China as a fight for “human rights” and “democracy,” but from China’s perspective, that’s just a cover for a larger campaign to contain its rise. The real issue? The U.S. fears losing global dominance and is using trade wars, tech bans, military encirclement, and financial pressure to slow China down. China doesn’t want direct military conflict—it prefers economic a…

If bad guys do something, it's bad. If good guys do the same thing, it's good.

Don't you know if people die from airstrikes done by a Democratic country, they go to heaven while they go to hell in case of Dictatorship. It is very common knowledge.

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

#737

Post by FuriouslyAdrift »

r00fus wrote: post #728
legitster wrote: post #643

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…

> It's worse than a rebellious province. It's a more successful rebellious province. That statement just made me LOL. In what dimension other than foreign investment do you see Taiwan as more successful than China? In 2025, it's pretty clear that China has self sovereignty, is the world's factory, leads in BRICS, and isn't subject to the US empire.

Taiwan is 3x more prosperous per capita. PRC just has a lot more people.

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

#738

Post by munificent »

I'll believe it when the check clears.

In 2017, Trump and Scott Walker did a whole dog an pony show about how they convinced Foxconn to spend $10 billion in Wisconsin on a factory that was going to employ 13,000 people. Trump got a giant pile of good press about it.

Then nothing happened, then the agreement was scaled down, then more delays. A couple of buildings were built then left empty and eventually sold off.

But Trump supporters never followed up to see what happened. They just saw the initial press releases, declared a win, and forgot about the whole thing. Now we're doing it again.

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

#739

Post by TheGlav »

stevetron wrote: post #580

It is my understanding that FABS require a lot of water. I don't think Arizona has enough water. I could be wrong, though. They keep a nuclear power plant running in AZ by piping in gray water for it.

Recycling tech exists so that net-water use can be zero or near zero. It's a matter of spending the extra money on it: it's cheaper not to.

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

#740

Post by CamperBob2 »

Clubber wrote: post #57
bilbo0s wrote: 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.

Because at the end of WWII, there was a general recognition that oceans were no longer going to protect us. We would either have to participate in worldly affairs on an active basis, or eventually be destroyed, if not conquered.

Given that we would be forced to 'participate,' with isolationism no longer being an option, it was logical enough for us to strive for domination.

That actually worked pretty well, considering that we were the only genuine superpower left on earth at the dawn of the 21st century. It worked until our enemies figured out how to attack us from within by playing a literal Trump card.

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