Roc Doc
2A SNBI
The Chinese are termites, they're not rising up any time soon with any coordinated effort.
You do know that TSMC is building a $38b 3nm plant in AZ, right?The importance of Taiwans semiconductor manufacturing is being greatly downplayed. War would be AWFUL for everything computer. The will only sell 2 generation old tech to let someone start up and they guard the process well. It will take serious time to catch up if major war breaks out in Taiwan.
Yup with 2 generation old tech…You do know that TSMC is building a $38b 3nm plant in AZ, right?
Exactly. Global Political theater.In Chinese and USA eyes, and most if the world, Taiwan is part of China.
However, just like Puerto Rico, there is no real reason to fully invade any time soon. It's already owned.
3nm wafers are leading edge, no?Yup with 2 generation old tech…
No, PR is tied to us economically and the people travel freely between the two countries. This is nothing like the relationship of Taiwan and China.In Chinese and USA eyes, and most if the world, Taiwan is part of China.
However, just like Puerto Rico, there is no real reason to fully invade any time soon. It's already owned.
Sure, but pr is part of the US, just like China and taiwan.No, PR is tied to us economically and the people travel freely between the two countries. This is nothing like the relationship of Taiwan and China.
Yes they are. Calling it old generation is ignorant.3nm wafers are leading edge, no?
Yes they are. Calling it old generation is ignorant.
I worked in the military/defense industry for decades and I'm well versed on "high end" chips. 5nm was the "latest" as of a few years ago.Cite your source? Anything please as I am looking for all angles on the semiconductor situation. I think its much bigger than we are being lead to believe.
I yave read tons of articles including interviews with TSMC board members and they all stated they only sell 2 gen old tech at the newest.
PR enjoys being part of the US because of all the benefits without the rules of a state. Taiwan basically has nothing to do with China. (It certainly doesn’t benefit)Sure, but pr is part of the US, just like China and taiwan.
The difference is the people of PR want to be part of the US. They have applied for statehood more than once.Sure, but pr is part of the US, just like China and taiwan.
There have been numerous votes and the options wereThe difference is the people of PR want to be part of the US. They have applied for statehood more than once.
Of course they do. The already get to suck .gov's tit. Might as well get a vote to increase the flow rate.The difference is the people of PR want to be part of the US. They have applied for statehood more than once.
I don't care about the details. The fact of the matter is that internationally, including nato and the US, Taiwan is an island OF China, same as pr is an island of the usThe difference is the people of PR want to be part of the US. They have applied for statehood more than once.
Depends on who you ask.If memory serves me correctly, Taiwan is the real China and China today is run by the revolutionaries?
I'd agree with that. Tricky Dickie opened up to the CCP to fuck with the USSR and gain a cheap manufacturing place.If memory serves me correctly, Taiwan is the real China and China today is run by the revolutionaries?
Yes. It would have to be shared to a degree. And there is no way they could keep it from getting copied here. We just dont allow security tha high or punish those properly who knowingly break security.are they selling the tech to others if they're opening a plant here under their own name?
I’m with Fishy here, a lot of stuff that I have seen is along the same lines.According to the many articles I have been reading about this, speculative about crypto, its starting with 2gen old tech. We have to develop that tech ourselves. If they gave out the current tech china would have it be the end of the week and they lose any reason not to get more firm with Taiwan at their discretion.
Maybe TSMC knows we sold out the the Chinese decades ago?
Who knows, but now factor in the part about being down 50% on Neon production. I dont see advancement coming very fast. Most of he machines to make the semiconductors are made in he Netherlands snd there is a lot of civil unrest there and pending farming/food shortages.
Just the way I see it.
The Chinese are termites, they're not rising up any time soon with any coordinated effort.
I'd agree with that. Tricky Dickie opened up to the CCP to fuck with the USSR and gain a cheap manufacturing place.
Nothing to do with government legitimacy.
Yes it did, but they fucked Taiwan in the process.It was a masterful diplomatic move by Nixon and Kissinger. It helped bring the war in Vietnam to an end, and it sent the Soviets into a panic, seeing their two biggest enemies become friendlier.
50 years later... Not so great.
Sure but it's a different time. China is still a land of a thousand cultures with one culture lording over them all. I just don't see the CCP losing it's grip anytime soon. The last best chance the country had at freedom was squashed in Tiananmen Square. Economically they're headed for dark waters, but the central government doesn't mind if a few million starve, they'll come out the other side.I do recall many years of unrest and civil war in the 20th century.
Well that stock has been on a tear because they're the only ones that make a UV etching machine that can make the 3nm wafers into chips, but there are lots of other tools that will be used that are made in Japan and Taiwan. I know this because my company is making custom fittings with parallel, (vs tapered like IPT), JIS threads. ASML presumably uses metric fittings, so that will be fun too.Who knows, but now factor in the part about being down 50% on Neon production. I dont see advancement coming very fast. Most of he machines to make the semiconductors are made in he Netherlands snd there is a lot of civil unrest there and pending farming/food shortages.
No lolIn Chinese and USA eyes, and most if the world, Taiwan is part of China.