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That's a really dangerous move that can entice China to invade Taiwan. Let's hope it doesn't happen.


I don't think there is a way to take over Taiwan and preserve TSMC's manufacturing capacity there.


It cuts both ways. That's why I wrote "can entice". Nobody knows what the exact calculus is, that's why breaking status quo is so dangerous.


If they're not getting cutting edge chips from TSMC, why does that matter to them?


>Why does China’s near abroad matter to them? Why do they care about national unity? Why would they want unobstructed access to the deep-water Pacific?

Are questions that answer themselves. But they are the wrong questions.

It’s not China that’s the hostile actor here. It’s not China that’s meddling in distant affairs. This very thread pertains to an unilateral, unprompted hostile action by the US against China. And note that it’s not Trump’s doing. He’ll just do more of it, more openly.

And all of this is very much in line with America’s (at least) seven decades old strategic posture:

https://en.wikipedia.org/wiki/Island_chain_strategy


It sounds like you agree. Control of TSMC is out of the cards so doesn’t affect a decision or timeline to invade.


Taking out 95%+ of ledging edge semi that adds trillions to western hi tech and supports strategic industries seems worthwhile. Doesn't have to be invasion, but I'd expect grayscale shenanigans on island power grids etc now that there's less reason to hold back.


The US now has an isolationist regime. I think that's fairly likely to happen in the next few years if it is going to happen. Ukraine is also done unless Europe (probably Poland) steps up in a big way.


>The US now has an isolationist regime.

It doesn’t. But as the Empire’s grip on the world is slipping it will become more brazen, aggressive, openly selfish, erratic. Quod licet Iovi etc. A role Trump was born to play. But, as Europe’s economic woes after four years of D rule should tell you, it’s not just him who’s happy to cannibalize the Empire’s subjects.


If China sees Russia take part or all of Ukraine, why wouldn't they?


I don't feel like China operates under the same geopolitical philosophy as Russia, they have other ambitions that I think are better served by avoiding wars. But who knows given the way things are going.


Kind of agree here.

It's clear if you pay attention, that China's putting inordinate efforts into other places. Africa is one example. (Probably the principal example.) So they clearly have ambitions that lay outside of Asia.

No one fakes moves like that at that scale. They're serious about what they're doing.


Because war is economically expensive, they subscribe to certain philosophy and would prefer continue trading with Taiwan rather than turning it to rubble.

That being said, even if they would. Under that assumption, I find the idea to further provoke them to doing that morally repulsive. It's an egomaniacal move that disregards Taiwanese people.


They have implied that annexing Taiwan is a key priority and that they are willing to use force if it turns out to be necessary.

"Provoke" means doing something with the intention to trigger an emotional or other reaction. That's not what Taiwan is doing.


Provoke often just means just inciting a reaction. Intent is not included in all defections. If China reacts to this, then China has been provoked.


The calculation is a bit different for a dictator though.

They won't be affected personally (unless the country rebels against them) so they can be fine to tank the economy if it gets them closer to some other goal (such as megalomaniac world domination).


A military fight wouldn't serve China's interests. Pouring money into their domestic fabs and using the same market-flooding and subsidies that they're known for in other fields to take customers from TSMC would be a smarter move. They probably wouldn't be taking over the high-end CPU/GPU marketshare anytime soon, but could put significant pressure in other areas while developing capability.


Two reasons why TSMC operations in Taiwan would cease: 1. Skilled workers to develop and operate the fabs. I doubt it that the Taiwanese would happily continue to innovate under a (possibly violent) Chinese regime. 2. Supply of fab equipment from ASML and other Western companies.


Because war is more complicated than this simplistic discourse.


Because Russia isn't exactly an international export powerhouse. (Energy aside)


Hope what doesn't happen? The invasion? Or the embargo?

The Beijing regime is already in intense sub-threshold warfare on Taiwan and reiterate their false claim to the country's territory at every opportunity. Denying them access to the finest silicon processes will no doubt trigger more narcissist punishment tantrums delivered through PLA military provocations, or sabotage, or trade attacks, etcetera, but it's hardly going to matter for whether they launch the invasion. They will do that once they've built so many new nukes and cruisers that they like their chances against the total of Taiwan's defense forces plus any other military that could be expected to intervene.




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