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

Post by re-thc » Wed, Mar 05, 2025, 7:25 AM UTC

heylook wrote: post #914

re-thc wrote: post #575

Earlier quoted context omitted.

> If the servers are on the island, my understanding is that they'll be fine. Taiwan doesn't have a huge data center capacity. A lot of services are in Hong Kong, Tokyo, Singapore, etc... Of the big clouds e.g. AWS is only opening a data center later this year. It's also not so simple. Even local servers / services might have all sorts of "needs" to phone "home" elsewhere e.g. for analytics. A lot of software might n…

You seem to believe that military networks are slapped together with off-the-shelf SaaS apps, or that military software contracts don't specify that all that "e.g. for analytics" crap has to be pulled out of the build, or that they don't test these things regularly. Have you ever worked on a military contract? Or even just a regular government contract? It's a whole other type of sales, contracting, and fulfillment p…

Post by mdavid626 » Wed, Mar 05, 2025, 7:42 AM UTC

onlyrealcuzzo wrote: post #763

thereddaikon wrote: post #611

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…

> 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…

Post by ashoeafoot » Wed, Mar 05, 2025, 7:57 AM UTC

hayst4ck wrote: post #799

thereddaikon wrote: post #611

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…

There is no “reason” or justification. The decision to invade has already been made, all these explanations exist for the sole purpose of making it easier to do nothing about it when the invasion happens. Chinese people feel they way they are taught to feel. China's fundamental argument distilled to its most pure form is "we are strong enough to do this, what are you going to do about it?" A world where the strong do…

Post by [deleted] » Wed, Mar 05, 2025, 8:11 AM UTC

dilyevsky wrote: post #927

RealityVoid wrote: post #824

Earlier quoted context omitted.

Bingo! Trying to assign reason to emotional decisions is like reading tea leaves. And we're all subject to these emotional forces.

On the contrary - i don't see the value in playing couch psychoanalyst when there's a perfectly legit realpolitik reason available.

Post by NicoJuicy » Wed, Mar 05, 2025, 8:19 AM UTC

cvwright wrote: post #889

kbenson wrote: post #864

Earlier quoted context omitted.

I don't think they were equating the US to North Korea (where is China mentioned?), but saying that since the US can no longer be relies on for protection (instead of the sheriff we're at best the anti-hero that will maybe protect you if there's something in it for us). This means countries need to put up a stronger front themselves since there's no larger stabilizing force to rely on. It's interesting, because I'm s…

Agreed that stability is super important. So much so in fact that you’d think more rich countries would help pay to maintain it. But yet here we are…