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They see the conflict approaching faster than anticipated, leaving not enough time for the US to delocalize TSMC I suspect we'll see a TSMC sabotage in the com

They see the conflict approaching faster than anticipated, leaving not enough time for the US to delocalize TSMC I suspect we'll see a TSMC sabotage in the coming months https://www.theregister.com/2022/01/05/taiwan_should_destory_tsmc_paper/ https://www.theregister.com/2022/01/05/taiwan_should_destory... We have that, and also Huawei's EUV patent, Apple perhaps has something hidden yet to be announced https://www.techspot.com/news/97072-huawei-patents-euv-lithography-tools-used-make-10nm.html https://www.techspot.com/news/97072-huawei-patents-euv-litho...

Red_Leaves_Flyy 4y ago
> I suspect we'll see a TSMC sabotage in the coming months What evidence exists to show that China is preparing to annex Taiwan? Satellite troop movements? Natural resource hoarding? Anything at all? If China, or anyone, invaded Taiwan it would be fantastically easy to cripple tsmc fabs. Kill their engineers en masse. Blow up the lithography machines. Unleash a targeted virus like stuxnet designed for the hardware in the facilities on their networks. An important question remains, does China have the footing to not only fill the vacuum in their supply chain but to also weather the sanctions and quite possibly engage the us and its allies without turning cities to irradiated glass and starting nuclear winter? I seriously doubt that China is secretly prepared to meet their own domestic demand for advanced silicon let alone call bluff of the five eyes. That said, maybe xi is actually more out if touch than Putin and we’ll be cowering in fallout shelters come summer.
- somenameforme 4y ago
  IMO TSMC doesn't really play much a role in the Taiwan issue. It's all about geopolitics. Taiwan is right off the east coast of China, and also right in the midst of all major East Asian sea trade routes. And the US is continuing to ply them with tens of billions of dollars in weapons and overtly looking to turn it into a defacto launching pad for US forces. That's a rather severe threat from China's perspective, regardless of whether Taiwan was a manufacturing center of the world, or just another Guam.
  - komali2 4y ago
    Sure but that's been true for decades. The question is, what's new? Here in Taiwan it's business as usual. Twenty years ago, "idk about buying property, what if the PRC invades?" Ten years ago, "what if the PRC invades?" Meanwhile earthquakes, tsunamis, hurricanes, etc, causing disruptions here in Taiwan and everywhere else in the world. So what's changed today that makes a PRC invasion more likely than a major earthquake, which we already just live in peace with the possibility of?
    - somenameforme 4y ago
      I'm going to avoid answering this, largely because it's impossible to do so succinctly. Obviously a massive amount has changed as I'm sure you know, too much to cover succinctly. And then there are also the subjective factors. As but one example, how one thinks the war in Ukraine is going, for instance, is going to inform their opinion on China's self-perceived relative strength/weakness. Ultimately, if you believe a conflict is probable, it comes down to a question of timing. China will want to make a move when the US is at a weak point and/or distracted with other obligations. Similarly, the less favorable (to China) maintaining the status quo is, the more inclined they will be to act.
      - komali2 4y ago
        > Obviously a massive amount has changed as I'm sure you know, too much to cover succinctly. This is exactly why I put my foot down and challenge hard whenever I hear, "oh, well, you know, the China situation in Taiwan." No, I don't know. And nobody can tell me. Why is that? All I get is hand waving. I'm not trying to be reductionist or asking people to oversimplify, but I do think it should be possible to answer the question of "what indicators of invasion are strong enough to prevent investment in Taiwan companies" with something succinct. Typically people go the route of "increased air traffic from PLA jets" or something, though that's historically consistent and also hasn't resulted in invasion in 3 decades. Not even local regime change caused an invasion when Taiwan switched to democratic rule. > subjective factors I argue that these "subjective factors" are really just artifacts of a media system that prefers to distort reality as a far more interesting and violent place than it really is. I argue that instead of Taiwan being a very exciting, about-to-be-invaded-any-minute-now place, it's actually a very mundane place, facing the same catastrophic risks of any other mundane place, such as Miami or San Francisco (or both I guess, since Taiwan faces both typhoon and earthquake risk. Still pretty mundane compared to how the media portrays us). I enjoy gametheorying as much as anyone else, but I'm noticing that this vague handwavy subjective "invasion risk" is having real effects, and that annoys me. I've had people say, "I'd visit, but I'm worried about the China situation." What? Really? But you'll get in a car and face down unknown numbers of drunk drivers every day? I don't get it and I'll be honest, it annoys me a bit. So, hence why I push back so hard.
- Kukumber 4y ago
  I don't think they'll "invade", a word that's mostly used here in the west, mostly in the US, China doesn't seems to want a war, Taiwan even less, its population rejected the pro-US government [1] On the other hand, the US proved that they are willing to replace the goverment of a country and arm it > I seriously doubt that China is secretly prepared to meet their own domestic demand for advanced silicon let alone call bluff of the five eyes. That's the same people who; 10 years ago said "i don't think China will be able to put into orbit a space station, let alone visiting the moon" [1] - https://www.dw.com/en/taiwan-president-resigns-as-party-head-after-election-losses/a-63901750 https://www.dw.com/en/taiwan-president-resigns-as-party-head...

Red_Leaves_Flyy 4y ago

> I suspect we'll see a TSMC sabotage in the coming months What evidence exists to show that China is preparing to annex Taiwan? Satellite troop movements? Natural resource hoarding? Anything at all? If China, or anyone, invaded Taiwan it would be fantastically easy to cripple tsmc fabs. Kill their engineers en masse. Blow up the lithography machines. Unleash a targeted virus like stuxnet designed for the hardware in the facilities on their networks. An important question remains, does China have the footing to not only fill the vacuum in their supply chain but to also weather the sanctions and quite possibly engage the us and its allies without turning cities to irradiated glass and starting nuclear winter? I seriously doubt that China is secretly prepared to meet their own domestic demand for advanced silicon let alone call bluff of the five eyes. That said, maybe xi is actually more out if touch than Putin and we’ll be cowering in fallout shelters come summer.

somenameforme 4y ago
IMO TSMC doesn't really play much a role in the Taiwan issue. It's all about geopolitics. Taiwan is right off the east coast of China, and also right in the midst of all major East Asian sea trade routes. And the US is continuing to ply them with tens of billions of dollars in weapons and overtly looking to turn it into a defacto launching pad for US forces. That's a rather severe threat from China's perspective, regardless of whether Taiwan was a manufacturing center of the world, or just another Guam.
- komali2 4y ago
  Sure but that's been true for decades. The question is, what's new? Here in Taiwan it's business as usual. Twenty years ago, "idk about buying property, what if the PRC invades?" Ten years ago, "what if the PRC invades?" Meanwhile earthquakes, tsunamis, hurricanes, etc, causing disruptions here in Taiwan and everywhere else in the world. So what's changed today that makes a PRC invasion more likely than a major earthquake, which we already just live in peace with the possibility of?
  - somenameforme 4y ago
    I'm going to avoid answering this, largely because it's impossible to do so succinctly. Obviously a massive amount has changed as I'm sure you know, too much to cover succinctly. And then there are also the subjective factors. As but one example, how one thinks the war in Ukraine is going, for instance, is going to inform their opinion on China's self-perceived relative strength/weakness. Ultimately, if you believe a conflict is probable, it comes down to a question of timing. China will want to make a move when the US is at a weak point and/or distracted with other obligations. Similarly, the less favorable (to China) maintaining the status quo is, the more inclined they will be to act.
    - komali2 4y ago
      > Obviously a massive amount has changed as I'm sure you know, too much to cover succinctly. This is exactly why I put my foot down and challenge hard whenever I hear, "oh, well, you know, the China situation in Taiwan." No, I don't know. And nobody can tell me. Why is that? All I get is hand waving. I'm not trying to be reductionist or asking people to oversimplify, but I do think it should be possible to answer the question of "what indicators of invasion are strong enough to prevent investment in Taiwan companies" with something succinct. Typically people go the route of "increased air traffic from PLA jets" or something, though that's historically consistent and also hasn't resulted in invasion in 3 decades. Not even local regime change caused an invasion when Taiwan switched to democratic rule. > subjective factors I argue that these "subjective factors" are really just artifacts of a media system that prefers to distort reality as a far more interesting and violent place than it really is. I argue that instead of Taiwan being a very exciting, about-to-be-invaded-any-minute-now place, it's actually a very mundane place, facing the same catastrophic risks of any other mundane place, such as Miami or San Francisco (or both I guess, since Taiwan faces both typhoon and earthquake risk. Still pretty mundane compared to how the media portrays us). I enjoy gametheorying as much as anyone else, but I'm noticing that this vague handwavy subjective "invasion risk" is having real effects, and that annoys me. I've had people say, "I'd visit, but I'm worried about the China situation." What? Really? But you'll get in a car and face down unknown numbers of drunk drivers every day? I don't get it and I'll be honest, it annoys me a bit. So, hence why I push back so hard.
Kukumber 4y ago
I don't think they'll "invade", a word that's mostly used here in the west, mostly in the US, China doesn't seems to want a war, Taiwan even less, its population rejected the pro-US government [1] On the other hand, the US proved that they are willing to replace the goverment of a country and arm it > I seriously doubt that China is secretly prepared to meet their own domestic demand for advanced silicon let alone call bluff of the five eyes. That's the same people who; 10 years ago said "i don't think China will be able to put into orbit a space station, let alone visiting the moon" [1] - https://www.dw.com/en/taiwan-president-resigns-as-party-head-after-election-losses/a-63901750 https://www.dw.com/en/taiwan-president-resigns-as-party-head...