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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.

#91
post #59

Earlier quoted context omitted.

Yes, by now, yes.

I suspect there are not many outside your own acquaintances willing to have their children drafted to defend Taiwan. Just being realistic. Americans were committed to these things because leadership committed us to these things and would make it illegal for us to get out of it. Given an actual choice, not many Americans would have willingly gone to, say, Vietnam. Maybe a few brainwashed anti-communists, but the avera…

> Some folks are born made to wave the flag - Hoo, they're red, white and blue. And when the band plays "Hail to the chief", Ooh, they point the cannon at you, Lord

After seeing people convinced to send their children to the Middle East for more nebulous reasons, I wouldn't be surprised if a significant portion of the country can be found willing.

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

#92
post #88
post #44

Earlier quoted context omitted.

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

> they can more credibly threaten to destroy the Taiwanese fabs if China invades China's interest in Taiwan is ideological. It is not at all determined by whether the Taiwanese destroy their own fabs in the event of an invasion.

Even if the desire to absorb Taiwan is ideological, they would certainly also understand the severe practical implications of losing access to their chip production.

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

#93
post #26
post #9

Earlier quoted context omitted.

Does anyone think the US would defend Taiwan at this point? I think that ship has sailed under the current administration.

Are you willing to get drafted and fight to defend Taiwan and whatever comes as a result of that? Are you willing to die for Taiwan, or have your kids die for Taiwan? Honest question.

When you sign up for the military, if you know anything about history, you know that you will probably not be fighting on US soil.

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

#94
post #13

Earlier quoted context omitted.

I second this Didn't Trump terminate the Chips act?

The president can’t just unilaterally cancel a piece of legislation already signed into law. But maybe he gets the new congress to repeal it.

You know TikTok is back in App Stores with Oracle hosting content even though all of that is illegal?

Trump is ignoring the law now.

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

#95

Earlier quoted context omitted.

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 f…

That’s not really how war works. A regional conflict over Taiwan is highly unlikely to result in ICBMs headed for NYC and DC, because China knows that’s effectively the end of modern China. And sinking carriers would also be a very risky escalation given the ability of the US and other allies to retaliate. I do think you’re right that Taiwan will ultimately lose without much warfare, because Trump is a world-class co…

Strikes by the US inside China are highly unlikely for the same reason. As for Trump, he is simply pragmatic. Taiwan is indefensible from the military standpoint. I would not count on allies too much, because Europe's remaining 1 1/2 soldiers cannot make any difference, and the UK can barely get its ships out of the harbor. Anyway, all of this is just a show.

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

#96
post #59

Earlier quoted context omitted.

I suspect there are not many outside your own acquaintances willing to have their children drafted to defend Taiwan. Just being realistic. Americans were committed to these things because leadership committed us to these things and would make it illegal for us to get out of it. Given an actual choice, not many Americans would have willingly gone to, say, Vietnam. Maybe a few brainwashed anti-communists, but the avera…

You either fight far away or you fight at home. The choice to fight though is not yours to make. Its the choice of the defectors of law, of Despots and murderers. You can fight them today, while they rob you with a stick or tomorrow, when they have a gun. But fight you must.

Every country gets an army.

The only choice is whose.

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

#97
post #77

This deal had been agreed before... "TSMC plans to invest $65 billion to build three semiconductor fabs in north Phoenix, the largest investment in Arizona history." - https://www.azfamily.com/2024/11/16/tsmc-arizona-secures-fun...

No, secretary of commerce Lutnick said that the $65 billion deal was Biden's and was subsidized by the US ($6 billion).

He then bragged that Trump extorted TSMC using tariffs and forced TSMC to invest another $100 billion to avoid tariffs.

The US is using tariffs to have other nations build "their" industry. After that work is done, these nations will be ready to become new theaters for US proxy wars.

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

#98
post #21
post #5

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

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.

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

#99
post #40

Earlier quoted context omitted.

Because if we go to war with China, they have a lot more people to throw at us than we have active in the military. Any slightly protracted war will require a draft. I'm sure you filled out your draft card when you turned 18 like I did, even when there was no draft. That's so if and when they needed to reinstate it, it would pick up almost seamlessly where it left off. >Are you implying that only people serving in th…

Naval warfare is more about hardware than manpower. American casualties in the Pacific Theater of WW2 were only ~100k dead and ~200k wounded. The US alone would lose in that as well, because its shipbuilding capacity is minimal. But together with South Korea and Japan, it could compete against China on a level ground.

China has the ability to strike the American heartland, including naval production, in ways Japan did not.

We’re also at risk of losing strategic depth: how many more years of provocations from Washington do you think it would take a South American, Mexican or the Caribbean country to start letting Chinese drones, ships and missiles on their territory? (How confident are you in our intelligence community that this hasn’t already happened?)

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

#100
post #97
post #77

This deal had been agreed before... "TSMC plans to invest $65 billion to build three semiconductor fabs in north Phoenix, the largest investment in Arizona history." - https://www.azfamily.com/2024/11/16/tsmc-arizona-secures-fun...

No, secretary of commerce Lutnick said that the $65 billion deal was Biden's and was subsidized by the US ($6 billion). He then bragged that Trump extorted TSMC using tariffs and forced TSMC to invest another $100 billion to avoid tariffs. The US is using tariffs to have other nations build "their" industry. After that work is done, these nations will be ready to become new theaters for US proxy wars.

From the article: "TSMC plans to invest $65 billion to build three semiconductor fabs in north Phoenix, the largest investment in Arizona history."
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