I feel like he always exaggerates everything "the best AI chip, the biggest, nobody even close" is that true... NVIDIA, Samsung, ASML, etc...
Could learn from him, how to sell yourself
TSMC expected to announce $100B investment in U.S.
761–770 of 1001 posts
Re: TSMC expected to announce $100B investment in U.S.
#762I feel like he always exaggerates everything "the best AI chip, the biggest, nobody even close" is that true... NVIDIA, Samsung, ASML, etc... Could learn from him, how to sell yourself
Yeah no, they will pair back their "plans" when the recession breaks out like every other company. Like we need way more chatbots and "ai" assistants... The bubble has burst.
Re: TSMC expected to announce $100B investment in U.S.
#763The 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…
> They want Taiwan because they see them as a rebellious province.
We can argue about what the exact desire is - there's 100M people in the CCP - we'll probably never know an exact answer.
The important thing is - China is willing to spend a LOT more money to take Taiwan than it is economically worth.
So this idea that 1) China wants Taiwan for chips, 2) War would cost more than chips, 3) Therefore, Taiwan is logically safe - is a fallacy.
The war in Ukraine is never going to pay off for Russia. They're not fighting that war to make money. They're fighting that war because a bunch of dick bags got together in a room and decided it was expedient for them for millions of people to lose their lives.
Re: TSMC expected to announce $100B investment in U.S.
#764Earlier 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…
> 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. In reality while the confederate states were part of the United States, the Republic of China (Taiwan) was never part of the Peoples Republic of China (communist China), its the reverse.
Analogies don’t have to be 100% perfect. The Confederate analogy gets the point across just fine.
Re: TSMC expected to announce $100B investment in U.S.
#765I feel like he always exaggerates everything "the best AI chip, the biggest, nobody even close" is that true... NVIDIA, Samsung, ASML, etc... Could learn from him, how to sell yourself
You mean like Foxconn building LCDs in the US in his first term. The CEOs line up - bend the knee - 2 years later things change in the plans evaporate.
https://www.theverge.com/policy/2019/4/26/18518650/foxconn-w...
Re: TSMC expected to announce $100B investment in U.S.
#766Earlier quoted context omitted.
Sometimes, we know just the word we want. And we know how to spell it. But we fat-finger it. Or our fingers trip. Or our brains just get the finger-tapping order a bit off. None of these things requires an education in using the incorrect word. “Irregardless”? Give ‘em what for! Their/there/they’re? A nice reminder. Swapped a couple letters is a plausible explanation? A simple correct spelling followed with a * would…
Yeah I wasn't trying to be insulting or anything. It's a common mistake and I haven't seen a clever mnemonic for it yet.
How about:
Rouge is red, you rascally rogue!
No, no - don't bother, I'll see myself out :)
Re: TSMC expected to announce $100B investment in U.S.
#767Those thinking China vs Taiwan is like Russia vs Ukraine is greatly mistaken. The Chinese army after decades of build up is way stronger than Russia's, the enire PLA navy and airforce are built for a war with Taiwan. Ukraine still has Europe, Taiwan only has Japan, and has no border to any other countries. If the US wants to intervene, it must throw in its full weight, like the entire pacific fleet and some more, oth…
Far more likely the US will "sell" Taiwan to China for some deal that greatly harms the US.
I mean, it probably won't greatly harm a few special people in the US. I imagine they'll do quite well.
Re: TSMC expected to announce $100B investment in U.S.
#768Those thinking China vs Taiwan is like Russia vs Ukraine is greatly mistaken. The Chinese army after decades of build up is way stronger than Russia's, the enire PLA navy and airforce are built for a war with Taiwan. Ukraine still has Europe, Taiwan only has Japan, and has no border to any other countries. If the US wants to intervene, it must throw in its full weight, like the entire pacific fleet and some more, oth…
Russian army has plenty of combat experience. Russian weapons were export product and are battle tested. China has none of that. Russia brought soldiers from the far east to fight. How eager do you think Chinese will be to kill their fellow people in Taiwan? The communist government is not branding them as a enemy.
> The communist government is not branding them as a enemy.
So decades of military theater from China regarding Taiwan is for no purpose?
Re: TSMC expected to announce $100B investment in U.S.
#769Earlier quoted context omitted.
In a real shooting war, it would be suicidal for the US navy to go anywhere near Taiwan (at least early on in the war). China's arsenal of standoff weapons is orders of magnitude more potent than it was during the last Taiwan Straits Crisis.
I heard war games indicate that the US would lose at least a few carriers if they try to defend Taiwan. That may be more than worth it if they succeed. Taiwan is not like Ukraine. As long as TSMC has monopoly on the latest AI chips, it's at least as important as access to oil.
The fab capacity would be gone, even if the defence succeeded. The process knowledge embedded in TSMC might survive though to rebuild it quickly.
Re: TSMC expected to announce $100B investment in U.S.
#770Earlier 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…
> They want Taiwan because they see them as a rebellious province. We can argue about what the exact desire is - there's 100M people in the CCP - we'll probably never know an exact answer. The important thing is - China is willing to spend a LOT more money to take Taiwan than it is economically worth. So this idea that 1) China wants Taiwan for chips, 2) War would cost more than chips, 3) Therefore, Taiwan is logical…
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