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Re:TSMC Announces Intention to Build and Operate Advanced Se... by Lind5 on Thursday May 14, 2020 @11:00PM (#23188389)
Actually, this is true. The big question is what's going on behind the scenes. China has been busy building up its own supply chain after the U.S. closed off shipments of any U.S.-based R&D to Huawei last summer. It also has made statements that Taiwan is part of China since then, which has left the U.S. without an advanced-node fab. Intel is at least a node behind both Samsung and TSMC, and the U.S. has no trusted foundry on U.S. soil capable of 7nm volume production, let alone 5nm or 3nm.

For the U.S., this is a potential disaster. If China marches into Taiwan, the U.S. will be left with no advanced-node manufacturing and it will have lost the technology race. It would take at least four to six years to recover, and by that time China would own the market. This is very scary for the U.S., which needs to develop AI chips at the most advanced nodes because density equals more accelerators and other types of processing elements. Even that isn't enough, which is why companies developing AI chips are stitching together chips that are larger than a single reticle. (https://semiengineering.com/the-risk-of-two-supply-chains/)

It goes further than that, too. The DoD needs AI chips, too. In the past, the DoD relied on older nodes. That's changed because it needs transistor density for AI. More MACs equals more performance. On top of all of this, TSMC owns the bulk of the fabless market. So this will happen. The big question is who's funding this move.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by fermienrico on Friday May 15, 2020 @01:33AM (#23189205)
China marching into Taiwan would be a losing move. Never mind the civil unrest, the entire world would bail out of China. Japan, Korea, Vietnam, Malaysia, Singapore and Thailand + India would be even more alerted than they are right now with HK situation. The narrative in these countries is quickly evolving. CCP is over playing their hand by engaging in asymetrical trade.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by _fq4v on Friday May 15, 2020 @01:42AM (#23189266)
> Never mind the civil unrest, the entire world would bail out of China.

That is not clear.. at all. Europe, Canada, Australia, New Zealand -- the non-US western allies -- have all known exactly what China's end goal is and have down jack diddly squat to put pressure on them.

The only thing preventing China from taking out Taiwan is the United States. Europe and the rest of the world is too cowardly to even do anything, which is really unfortunate.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by ChuckNorris89 on Friday May 15, 2020 @03:20AM (#23189763)
It's definitely true for Europe being absolutely spineless when push comes to shove.

The EU couldn't even put pressure on Erdogan let alone on Xi.

China has been buying influence here for years, especially through the poorer countries that were alienated by the strict austerity measures imposed by the bigger powers.

The nature of the EU politics where a single country has the power to veto the rest is a massive loophole that China is happily exploiting.

The fact that every EU country has different interests and agendas is a huge problem that results to the union never aligning on anything critical.

Just look how the refugee crisis was handled. Affected countries were crying for help and the others were like "sucks for you bro".

Re:TSMC Announces Intention to Build and Operate Advanced Se... by qbaqbaqba on Friday May 15, 2020 @05:10AM (#23190271)
> through the poorer countries

and German universities: https://www.timeshighereducation.com/news/china-influence-sc...

Re:TSMC Announces Intention to Build and Operate Advanced Se... by posix_me_less on Friday May 15, 2020 @06:06AM (#23190536)
Is that being spineless or unorganized and powerless?
Re:TSMC Announces Intention to Build and Operate Advanced Se... by jdhn on Friday May 15, 2020 @08:16AM (#23191236)
Why not both?
Re:TSMC Announces Intention to Build and Operate Advanced Se... by s_y_n_t_a_x on Friday May 15, 2020 @01:02PM (#23194491)
They're unorganized and powerless because they are spineless.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by cm2187 on Friday May 15, 2020 @01:48AM (#23189297)
You are being downvoted but what happened with Crimea proves your point.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by pmachinery on Friday May 15, 2020 @03:15AM (#23189742)
What did the US do to prevent Russia "taking out" Crimea that the cowardly rest of the world didn't?
Re:TSMC Announces Intention to Build and Operate Advanced Se... by cm2187 on Friday May 15, 2020 @03:24AM (#23189778)
I am not saying it is obvious that the US would confront China militarily if it was to invade Taiwan. But Europe did let a friendly country at its immediate border get invaded and didn’t even stop buying the main resource the invader relies on (oil and gas). Let alone have any military involvement.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by hrktb on Friday May 15, 2020 @04:33AM (#23190104)
The US didn't stop trading with Saudi Arabia even after proven involvement in 9/11/2001. It's all mildly complicated.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by sergeykish on Friday May 15, 2020 @05:13AM (#23190285)
> The memorandum was originally signed by three nuclear powers: the Russian Federation, the United Kingdom, and the United States.... included security assurances against threats or use of force against the territorial integrity or political independence of Ukraine, Belarus and Kazakhstan.

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

Re:TSMC Announces Intention to Build and Operate Advanced Se... by mschuster91 on Friday May 15, 2020 @04:25AM (#23190069)
> and didn’t even stop buying the main resource the invader relies on (oil and gas)

The problem is that Europe depends on (cheap) Russian gas for heating.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by cm2187 on Friday May 15, 2020 @05:20AM (#23190328)
Right. And we are realising now how dependant we are on the Chinese supply chain.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by michaelt on Friday May 15, 2020 @04:59AM (#23190221)
Nothing - but Crimea is right on the EU's doorstep. Both Ukraine and Russia share borders with EU member states.

If we EU member states didn't get involved when we saw a fight right in front of us, the threat of us getting involved in a fight thousands of miles away isn't very credible as a deterrent.

More broadly, when I look at Taiwan I don't see the EU or US recognising Taiwan as a nation - let alone any tripwire forces or foreign airbases or nuclear sharing or NATO membership or joint training exercises which signal the fully fledged protection of a great power.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by qbaqbaqba on Friday May 15, 2020 @05:12AM (#23190279)
Germany is more than happy to trade with Russia breaking sanctions https://www.dw.com/en/siemens-to-hike-russia-investment-desp... Not to mention NordStreamII
Re:TSMC Announces Intention to Build and Operate Advanced Se... by pmachinery on Friday May 15, 2020 @07:53AM (#23191087)
> Nothing - but Crimea is right on the EU's doorstep.

So it's no further from US bases than EU bases.

> Both Ukraine and Russia share borders with EU member states.

And Russia is a two mile walkable ice bridge from the US in winter.

> If we EU member states didn't get involved when we saw a fight right in front of us, the threat of us getting involved in a fight thousands of miles away isn't very credible as a deterrent.

Distance isn't the issue. EU countries/NATO will bomb any puny country armed with obsolete weapons, wherever it is.

What the US and EU will never do is get into a fight with a nuclear armed superpower.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by viro on Friday May 15, 2020 @11:06AM (#23193006)
umm Russia isn't a super power. But the US and EU will avoid directly fighting any nuclear armed country... Well yea duh, the nuke doesn't need to hit us to kill the planet.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by londons_explore on Friday May 15, 2020 @02:37AM (#23189553)
True, although Crimea was pretty much testcase-scale - not many people live there, and its economic value is pretty low. Taiwan is much much more populous, and has a much higher economic value.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by avhception on Friday May 15, 2020 @04:26AM (#23190072)
Crimea has strategic value for the military though, the port of Sevastopol houses the Russian Black Sea fleet.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by type-2 on Friday May 15, 2020 @03:54AM (#23189911)
Russia took crimea without any issue. Do you really think anything will happen if china took taiwan by force? It's a matter of time before china takes taiwan.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by audunw on Friday May 15, 2020 @06:05AM (#23190532)
Another aspect of Russia taking crimea is that the people living there to a large extent welcomed it.

There are some that are pro-unification in Taiwan, but it's a minority. Most people are pro status quo, and the number that are for declaring independence is growing. The ruling party is very pro-independence (ideologically speaking, in practice they have to move slowly and maintain status quo to some degree), meaning releasing their claim over mainland China, changing name from "Republic of China" or "China" to Taiwan, seeking UN membership etc.

The other big difference is that Taiwan is quite capable of defending itself to some extent. China will win eventually, but not without devastating the island. This will affect everyone economically. China and the world. If TSMCs factories in Taiwan are destroyed, it'd have an enormous impact on world economy. The production of high-tech electronics would be stunted for years. Russia annexing crimea had absolutely no practical effect on the world.

The fact is that everyone, China included, is relatively happy with the status quo. The CCP has to make a scene now and then to appease the fragile ego of a large portion of the mainland chinese. But I really don't think they actually care that much about invading Taiwan.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by baybal2 on Friday May 15, 2020 @07:06AM (#23190791)
> Another aspect of Russia taking crimea is that the people living there to a large extent welcomed it.

Man, are saying this in your right mind? Where do you read this stuff?

People there abandoned their property, and ran! This is what they did.

Nobody openly welcomed it in their sane minds, besides few thousands elderly ex-party members, and alt-right weirdos.

The fact that I hear sentiments like this in the West is the direct proof that Russian psyops truly work.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by fuoqi on Friday May 15, 2020 @08:30AM (#23191351)
I have visited Crimea last year as a tourist and talked with Crimeans personally (in Massandra and Alushta). Where do you get your information? In my experience people are mostly happy with the Russian rule and with changes it brings (simply compare investments before 2014 and after). Of course, those who work in IT, have to virtually reallocate via VPNs to circumvent western sanctions, but they don't blame Russia for that (and VPN is a must-have either way for tech savy due to the Roskompozor). One common complaint was somewhat higher prices, but situation got a bit better after the Crimean bridge got put into operation. Also another complaint which I heard is that new government is much stricter about tax collection and preventing illegal business. Yes, Crimean Tatars a bit less happy with the Russian rule on average compared to ethnic Russians, but I think it mostly can be attributed to the lost profits from illegal businesses, significant amount of which was traditionally operated by tatars (see the issue of illegal construction). But it's important to note that they got much more freedom in respect of cultural autonomy than they had in Ukraine (their language is now official republican language on par with Russian and Ukranian). Only after Ukraine lost Crimea they have started to talk about an autonomy for Tatars, which is quite pathetic in my opinion.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by lostlogin on Friday May 15, 2020 @12:24PM (#23193983)
> Crimean Tatars a bit less happy with the Russian rule on average compared to ethnic Russians, but I think it mostly can be attributed to the lost profits from illegal businesses

It’s a bit more complicated than that. The historical and relatively recent mass starvation, persecution, mass murder and forcing into gulags is likely relevant. https://en.m.wikipedia.org/wiki/Crimean_Tatars

Re:TSMC Announces Intention to Build and Operate Advanced Se... by fuoqi on Friday May 15, 2020 @01:04PM (#23194523)
Note that not only Tatars have died from mass starvation in 30s and 40s. It hit equally hard Russians, Ukrainians and other ethnic groups (e.g. it had consequences as far as in the Volga region), so Tatars (as well as Ukrainians) weren't an exclusive target here. AFAIK Tatars weren't forced into Gulags without proofs of collaboration with Nazi forces (the number is estimated around 15k, which is only approximately 5% of the total Tatar population). And while the deportation is indeed should be condemned, as the significant death toll which was a consequence of it (though I wouldn't call it a "mass murder"), I don't think it's correct to attribute Soviet deeds to the modern Russia, especially considering the Russian rehabilitation law specifically targeting Crimean Tatars.

While I will not deny that a certain amount of bad blood still exists due to the deportation, I think most Tatars more concerned about their current livelihood (though I have talked only with 2 tatars, so my sample size is quite small).

Re:TSMC Announces Intention to Build and Operate Advanced Se... by lostlogin on Friday May 15, 2020 @01:48PM (#23195056)
The Wikipedia article states that 191,044-423,100 Tarters were deported, depending on which source is used (this doesn’t mean they all went to Gulags, but hard labour in Uzbekistan was what most did). It’s described as ethnic cleansing and mentioning the Tarters was banned. Baria and Stalin’s actions killed 34,000 to 109,956 Tarters during this time and 80,000 homes and farms lay empty.

You have 2 more personal sources than I do.

https://en.m.wikipedia.org/wiki/Deportation_of_the_Crimean_T...

Re:TSMC Announces Intention to Build and Operate Advanced Se... by HideousKojima on Friday May 15, 2020 @09:28AM (#23191899)
I had an ethnically Russian co-worker from Donetsk at a previous job right around the time Russia started "supporting" the rebels there (i.e. sending in a large number of their own troops as "tourists" etc.) and while he personally hated Russia, he lamented that the vast majority of his extended family back in the Donetsk region supported and welcomed the Russians
Re:TSMC Announces Intention to Build and Operate Advanced Se... by cutemonster on Saturday May 16, 2020 @08:30PM (#23208354)
I got the impression Putin used social media, e.g. VK, to manipulate people's opinions, eg untrue "news" about people from Russia being harassed and worse.

Seemed like successful psyops by Putin to me. I guess if Ukraine had blocked VK sooner, not many people had been particularly much pro Putin.

Of course now Putin continues with psyops via Facebook but that's harder for him than via VK.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by pauljurczak on Friday May 15, 2020 @07:46AM (#23191040)
Do you mean Russian ethnic majority inhabiting the Crimea for over a century now, abandoned their property, and ran?
Re:TSMC Announces Intention to Build and Operate Advanced Se... by baybal2 on Friday May 15, 2020 @09:08AM (#23191717)
Yes? Yes!

Ask any Russian abroad if he wants to come back to his "free" fatherland

Re:TSMC Announces Intention to Build and Operate Advanced Se... by thu2111 on Friday May 15, 2020 @10:13AM (#23192422)
It's quite well known if you venture outside the mainstream media.

For example there were opinion polls done by western polling orgs in Crimea where the vast majority supported unification with Russia. It's not hard to understand. Salaries in Russia are ~10x what they are in Ukraine for the same job. Economically they're not comparable, and that's before you get to the whole conflict in Ukraine starting because the government was overthrown by rebels supporting a new government that amongst its first acts, banned the Russian language.

Remember that Ukraine's response to the peaceful annexation was to cut off Crimea's entire electricity supply. That's hardly the work of a friendly government trying to help its loved citizens. Russia had to send in generator ships, if I recall correctly.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by gotzmann on Sunday May 17, 2020 @07:43AM (#23211312)
I'm from Moscow and I have relatives in Crimea. I've visited them in 90s and then in 2000s. Most of Crimea citizens are 'soviet' pro-russian people. They are happy to get russian pension and all that infrastructure porjects money cause Russia is a really rich country compared to Ukraine.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by typ on Friday May 15, 2020 @07:35AM (#23190967)
https://en.wikipedia.org/wiki/Crimea#Politics

Not sure how accurate it is though.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by vincnetas on Friday May 15, 2020 @07:12AM (#23190822)
"Another aspect of Russia taking crimea is that the people living there to a large extent welcomed it"

Because those who have not welcomed Russians have disappeared.

Random link from google search: https://www.aljazeera.com/indepth/features/2014/12/disappear...

Re:TSMC Announces Intention to Build and Operate Advanced Se... by fuoqi on Friday May 15, 2020 @08:40AM (#23191452)
So if more than 50% of population haven't welcomed Russians, then Crimea now has twice less population, right?

It's very easy to attribute such disappearances to the evil KGB to promote political agenda, while there are far more probable explanations. It brings to mind the "Heavenly Hundred", a significant number of those people haven't even died on Maidan, but to promote the political agenda they have been promoted to national heroes, even though their "heroism" is dubious at best.

I've personally met with people in Crimea who kept Ukranian citizenship and I haven't heard about any significant oppression from them. If you don't trust me, just read this article: https://tsn.ua/ukrayina/zhiteli-aneksovanogo-sevastopolya-pr...

Have the evil KGB killed and tortured those people? No, they have been simply ignored.

Now compare it with https://www.youtube.com/watch?v=atm0W5wA2y4

Re:TSMC Announces Intention to Build and Operate Advanced Se... by vincnetas on Saturday May 16, 2020 @02:02PM (#23205696)
Because that whats happens when your gathering is not in line with government agenda. One day prior:

https://www.youtube.com/watch?v=WMKraUk0BSQ

And don't tell me that's organic that suddenly bunch of big guy "civilians" appear and start using force. We have heard about green little men. So there are gray little civilians also.

And Crimea does not need to loose 50% population that does not agree. It's enough to "disappear" few more prominent activists to scare the rest.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by yoz-y on Friday May 15, 2020 @08:34AM (#23191403)
Severe repression for some and a welcoming majority are not mutually exclusive. This is why politics are complicated, especially in regions that were passed around for decades or centuries and have very mixed population.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by evgen on Friday May 15, 2020 @04:30AM (#23190093)
As much as I like the Ukrainian people, no one cared about Crimea because it was of absolutely no strategic importance to anyone but Russia. Taiwan is critically important to the US. The US _will_ go to war to defend it, and China knows this.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by nabla9 on Friday May 15, 2020 @04:52AM (#23190189)
The whole point of US Taiwan policy and the wording of US-Taiwan Relations Act is to make it sure that the US can refuse to war against China if it attacks Taiwan.

US has treaties with South Korea and Japan that make it it clear that the US will defend them if they are under attack. The Taiwan treaty is worded in a way that US may provide assistance or limited support in a war.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by baybal2 on Friday May 15, 2020 @07:08AM (#23190805)
> US has treaties with South Korea and Japan that make it it clear that the US will defend them if they are under attack.

A quadrilateral nuclear disarmament treaty with Ukraine the US has signed has even more explicit wording, yet...

Re:TSMC Announces Intention to Build and Operate Advanced Se... by nabla9 on Friday May 15, 2020 @07:46AM (#23191042)
The explicit wording states that in case violent action they would seek immediate Security Council action. That is toothless assurance when Russia is permanent member of security council.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by Shivetya on Friday May 15, 2020 @05:20AM (#23190325)
Just a change in who is President is all that China is waiting for.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by boomboomsubban on Friday May 15, 2020 @06:45AM (#23190696)
They've waited seventy years for the right president. How many more decades will they wait and how will they react when they discover the military can probably force any president's hand?
Re:TSMC Announces Intention to Build and Operate Advanced Se... by 101404 on Friday May 15, 2020 @07:15AM (#23190831)
No, they didn't wait for the right president. The past 40 years, they developed economically and technologically.

It is only since Xi became president, that China feels confident to have a more assertive foreign policy.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by boomboomsubban on Friday May 15, 2020 @08:09AM (#23191183)
>It is only since Xi became president, that China feels confident to have a more assertive foreign policy.

How so? There hasn't been a sharp rise in military spending, they haven't invaded anywhere, and they've largely maintained their same course on most of the disputed territories.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by magicsmoke on Friday May 15, 2020 @11:04AM (#23192991)
In comparison to when Mao was around and China was invading Vietnam or funding communist groups across the third world in the 70s, China today is quite tame.

In comparison with China of the 90s and 00s, China of the 10s has definitely been more aggressive. In 1990s when the Philippines grounded an old navy ship on Scarborough Shoal in the south China sea to reinforce their claims, there was barely a peep from China. By the 2010s though, Chinese coast guard ships were harassing Filipino resupply ships to their outposts and China was making it's own island bases.

People think China's being more aggressive since their point of reference is the 90s and 00s, when China was frankly a pushover on the world stage. Chinese freighter gets accused of smuggling chemical weapons to Iran in 1993 and gets held hostage in the Indian ocean before nothing was found? Not even an apology from the US. Chinese embassy gets bombed by NATO forces in 1999? Nothing but words. A Chinese fighter pilot dies in a mid air collision with an American spy plane off of Hainan in 2001? No reparations for the loss of life and expensive military hardware. Anyone would think China was being more aggressive today if their baseline was that.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by boomboomsubban on Friday May 15, 2020 @11:55AM (#23193656)
>In 1990s when the Philippines grounded an old navy ship on Scarborough Shoal in the south China sea to reinforce their claims, there was barely a peep from China

They engaged in combat with both Vietnam and the Philippines over islands in the 80-90's, and effectively took over Mischief Reef in 94 by building bases on an island. Not to mention what was a huge victory for them in the return of Hong Kong. That was their primary aim for much of those decades.

There probably is some growth in aggression, but nothing like "Xi's waiting for an election before invasion."

Re:TSMC Announces Intention to Build and Operate Advanced Se... by mensetmanusman on Friday May 15, 2020 @10:57AM (#23192902)
South China Sea
Re:TSMC Announces Intention to Build and Operate Advanced Se... by boomboomsubban on Friday May 15, 2020 @11:47AM (#23193550)
The border conflict ongoing for their entire existence? Technology has advanced some of the methods, but not drastically different.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by mensetmanusman on Friday May 15, 2020 @01:58PM (#23195201)
Building artificial islands in disputed territory and then building non-civilian buildings is drastically different.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by boomboomsubban on Friday May 15, 2020 @03:11PM (#23196144)
Both involve a hostile takeover of disputed territory. One's a more impressive engineering feat, but not drastically different.

edit may have misread your post, unsure if you're comparing or detailing two steps. China has invaded uninhabited islands and built buildings to stake claims for some time. Building the uninhabited island isn't some drastic change.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by catalogia on Friday May 15, 2020 @05:45AM (#23190450)
Do you mean they're waiting for Biden, or just some hypothetical future president?
Re:TSMC Announces Intention to Build and Operate Advanced Se... by jacobush on Friday May 15, 2020 @09:07AM (#23191711)
But Ukraine had a very bad strategic position and outdated military. Taiwan is an island well prepared. Taking it is possible but very costly. Nuking it into oblivion is always an option but the optics of that kind of liberation is bad.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by blaser-waffle on Monday May 18, 2020 @02:04PM (#23226067)
No nuclear powers are backing the Ukraine or Crimea. The US is explicitly backing Taiwan. When the CCP started conducting "exercises" near Taiwan during the Clinton era, the US sent 3 carriers to conduct "exercises" nearby.

And, as others have pointed out, they weren't trying to conquer all of Ukraine, just the parts with a "warm" water port, which also happened to have a lot of ethnic Russians. Limited scope, for a tactical gain (a seaport). The CCP, however, is trying to take all of Taiwan, and enforce their will on people who absolutely do not want it.

With a Nuclear India next door (and Nuclear Pakistan next to them), plus Japan, Vietnam, and a host of other countries that have a reason to be weary of China, it's a risky gambit. It is a good way to kickoff WWIII, for an island that is already, effectively, in the Chinese cultural and economic sphere.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by tathougies on Friday May 15, 2020 @12:04PM (#23193752)
Yes. Given the current administration of the United States and the previous one, yes. I'm not trying to be political, I'm just stating what I think is going to happen if that were to be the case. As it is, the US is the main one antagonizing China after their ridiculous South CHina Sea claims.

Moreover, the US is closer to Asia than Ukraine. I mean that honestly. The West Coast -- and the greater US in general -- has a lot of Taiwanese and Asians who would be upset if China took over Taiwan. Much more Asians than Russians or Ukrainians. It doesn't hit as close to home frankly.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by MR4D on Friday May 15, 2020 @10:52AM (#23192852)
China is working on taking Hong Kong first, before moving onto Taiwan.

I give it between 1-5 years before they move in some way on Taiwan.

One thing I would not bet on is a direct military incursion - that would cause too many foreign headaches. Something messy that's hard to pull apart is better. The current events with social unrest in HK are a good example of creating ambiguity.

The one interesting thing to me is that China normally has a very long time horizon, but now they don't. Trump has effectively made sure that Cold War 2.0 has started, and China is the enemy. The problem for the Chinese in this situation is that a substantial amount of manufacturing will move out of China, weakening their economy. And a weak economy is usually not a good thing for leadership.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by magicsmoke on Friday May 15, 2020 @11:52AM (#23193620)
There's a pretty interesting part about how Chinese media describes the causes of the unrest in Hong Kong that gives a window into how they think about the world and human nature. That is, the point about how Hong Kong's unrest is due to its education system that gets raised.

Right now, 1 country 2 systems means that PRC can't just dismantle HK's education system and institute their own until 2047. But the comments HK's education system indicate that the PRC thinks if they could just put HK's children through a state-approved education system, in 1-2 generations all the unrest in HK would be over. This is a worldview that people are ultimately malleable, or at least their children are, and that with the right childhood education you can get people to believe anything. Brainwashing, after all, is originally a word from Chinese that became an English loanword. In this worldview, everyone who's gone through schooling is brainwashed in some way to support the state that created the education system. And this worldview applies to any state-sponsored education system in the world. Take a Chinese immigrant family in America, put their 2nd gen kids through the American education system, by the 3rd gen you have Americans that can't imagine themselves as anything other than Americans.

This worldview that people can be molded is probably why China is in no rush to exercise full control over HK and Taiwan. After all, if people's national identities are so easily changed, any discontent in HK and Taiwan today can be brainwashed away in few generations. It's far more important to focus on the physical and economic levers that would allow China to exercise long-term control over those regions than social levers that determine whether people in those regions actually like the prospect. If they don't like it, their children will.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by tw04 on Friday May 15, 2020 @10:59AM (#23192924)
>Russia took crimea without any issue.

You mean other than the crippling sanctions that were actually working until Trump took office? I think you fail to realize how close Putin was to the precipice on that one - when the oligarchs lose faith, it's tough to keep your hold on power.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by bsd44 on Friday May 15, 2020 @08:00AM (#23191132)
England stole Las Malvinas in 1982 from Argentina and nobody gave a damn. Funny how things work when it's "you" and not "them".
Re:TSMC Announces Intention to Build and Operate Advanced Se... by HideousKojima on Friday May 15, 2020 @09:34AM (#23191958)
99% of Falkland Islanders support British rule (and this had 92% turnout of registered voters):

https://www.reuters.com/article/us-falklands-referendum/falk...

Not being tied to the economic basketcase of Argentina is a good thing, it seems.

It's kind of like how Spain will occasionally bluster about Gibraltar, despite the overwhelming majority of Gibraltar supporting British rule.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by jotm on Friday May 15, 2020 @12:08PM (#23193795)
It's just so fascinating how this is accepted as truth, yet Crimea having a pro-Russian majority is touted as absolute bollocks, propaganda, brainwashed people.

Pretty much the same situation, completely different reaction from the same people.

I believe both of these to be correct (Falklands pro-UK, Crimea pro-Russian), fwiw.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by dieortin on Sunday May 17, 2020 @10:40AM (#23212325)
> It’s kind of like how Spain will occasionally bluster about Gibraltar, despite the overwhelming majority of Gibraltar supporting British rule

Well, I guess that’s what happens when you replace the population of Gibraltar by British settlers. They will probably be pretty happy to be under British rule. Are you going to apply this logic to the areas colonized by Israel too?

Re:TSMC Announces Intention to Build and Operate Advanced Se... by baybal2 on Friday May 15, 2020 @07:03AM (#23190775)
> The only thing preventing China from taking out Taiwan is the United States.

The only thing preventing China from taking out Taiwan is their mutual economic annihilation in case hostilities intensify.

Taiwan's relationship with the US has been at best ambivalent. Do not forget US was close to waving a hand on the island just a decade ago.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by pmart123 on Friday May 15, 2020 @01:33PM (#23194871)
https://www.defensenews.com/congress/2019/08/16/trump-oks-f-...

https://www.armyrecognition.com/april_2020_news_defense_glob...

It seems like the US has been more willing to sell Taiwan better military equipment recently?

Re:TSMC Announces Intention to Build and Operate Advanced Se... by 101404 on Friday May 15, 2020 @07:04AM (#23190781)
> The only thing preventing China from taking out Taiwan is the United States. Europe and the rest of the world is too cowardly to even do anything

As a European, I have to agree. Here in Germany, I am sure the government would do nothing (other than symbolic protest), because it would be bad for German companies (short term).

Re:TSMC Announces Intention to Build and Operate Advanced Se... by Keyframe on Friday May 15, 2020 @05:28AM (#23190368)
Sad, but true about EU. Until EU forms an army of its own, that's how it's going to be. Thing is, I'm not sure that's doable with current intra-relationships.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by posix_me_less on Friday May 15, 2020 @06:13AM (#23190562)
For an effective joint army to happen, it would probably need to be in the interest of majority of the european states. Which it isn't - it is much better for them to stay neutral or part of NATO as is.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by AsyncAwait on Friday May 15, 2020 @09:13AM (#23191769)
To be fair, I wish the EU would put more pressure on the US too ie regarding the Iran Deal etc.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by bobthepanda on Friday May 15, 2020 @02:48AM (#23189615)
It's also worth pointing out that Taiwan is so densely populated and small that it would be hard to invade Taiwan without simultaneously destroying everything of value. It's a fools' errand.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by holdenc on Friday May 15, 2020 @09:48AM (#23192097)
It does not require an invasion unfortunately. It only requires a naval blockade, which would effectively starve the island until they concede to defeat.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by zymhan on Friday May 15, 2020 @11:17PM (#23200189)
Taiwan Airlift anyone?
Re:TSMC Announces Intention to Build and Operate Advanced Se... by tanilama on Friday May 15, 2020 @01:59AM (#23189350)
China is of no interests to Taiwan in normal times.

The hostile rhetoric towards Taiwan is a CCP relic, it is Mao's legacy to close off civil war, not anything else.

It is like Abortion to GOP, which is all about identity, other than actual purpose of pursuing such ideal.

If occupying Taiwan is worthy of losing global trade and business and tens of millions of Chinese' livelihood, CCP would already act on it. The only reason it hasn't done anything is because it doesn't want/care to.

It is probably true that both China/Taiwan to stay in the status quo, with ever so often mainly symbolic bickering.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by fermienrico on Friday May 15, 2020 @02:09AM (#23189401)
Symbolic bickering?

https://www.nytimes.com/2019/07/09/world/asia/taiwan-arms-sa...

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

I don't know, I guess the entire field of diplomacy and international relations can be characterized as "symbolic bickering" - as opposed to "non-symbolic bickering" - which would involve dropping bombs over the other party's territory.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by tanilama on Friday May 15, 2020 @02:13AM (#23189430)
I don't think those arms sales are even remotely relevant.

Under what timeline a regime won't need to arm itself? Even China and Russia are armed near the border, or China/North Korea.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by magicsmoke on Friday May 15, 2020 @01:41AM (#23189259)
China won't march into Taiwan until they can win a naval war with the US to keep the US from retaliating. And if China can do that, they won't have to march into Taiwan.

2050 Indo-pacific naval war is my prediction.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by chmod775 on Friday May 15, 2020 @03:48AM (#23189893)
A naval war in 2050? I suspect that in 2050 mach 20 missiles are going to be the norm, not the exception, and point defense is essentially... pointless against those.

It's already inadequate against today's (~mach 5) supersonic missiles. And china has literally tens of thousands with thousands of kilometers range stationed along their coast. A navy that pokes its head out is not going to last long.

China's missile superiority in the (western pacific) region has long been a thorn in the US side, but there's little that can be done given that their territory is there, and the US can at best station some in allied territories nearby or put it on ships, which are easy targets.

So you pretty much have to keep your ships hidden at all times, but being hidden they are going to be pretty much useless except as missile platforms.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by enaaem on Friday May 15, 2020 @05:32AM (#23190380)
The inherent cost effectiveness of missiles is also a problem for China if they want to invade Taiwan. Taiwan has a large arsenal of anti-ship missiles that can be launched from trucks. Combined with naval mines, they can make an invasion by sea very costly.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by riffraff on Friday May 15, 2020 @04:06AM (#23189988)
what about submarines? It seems likely one of the first moves the US could do is disrupt china's economy by simply blocking their sea routes.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by TeMPOraL on Friday May 15, 2020 @04:45AM (#23190158)
The question is, who would that harm more? March 2020 has shown us that disrupting sea routes between two continents hurts everyone.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by magicsmoke on Friday May 15, 2020 @10:35AM (#23192641)
Certainly not the US. One of the US's greatest geopolitical advantages is that it actually does have all the natural resources it needs in the America's. That's why calls for isolationist policies can be so enticing, because unlike for most countries dependent on oil or metals from international trade, there's no physical barrier to the US taking the option of turtling up. China would suffocate on its lack of oil as it tries to sip what it can through the straws it has to Russian oil fields on the other end of Eurasia if it ever had international oil shipping barred from it.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by solstice on Friday May 15, 2020 @08:01AM (#23191136)
Right now you are right. But I suspect that a lot of governments are furiously at work right now to figure out to turn back globalization a bit to lower their dependence on products being manufactured far away. So I think that the equation will change to some degree and that in turn lower interdependence of countries and therefore possibly the threshold for conflicts...
Re:TSMC Announces Intention to Build and Operate Advanced Se... by mytailorisrich on Friday May 15, 2020 @06:18AM (#23190584)
No country wants to start WWIII.

I don't think the PRC is in a position to finish off the ROC, and I don't think it would be in their interests, either.

But equally I don't think that the US want to intervene directly should the PRC take over Taiwan. This would be madness. The problem is thus to imagine how the US would manage to politically 'sell' their inaction. But at the same time, would the PRC dare to take the bet that the US wouldn't intervene?

Taiwan is not much different from Crimea on many aspects, but it is different in one key aspect: It's been given much more international prominence, mostly because it is a pawn to annoy the PRC. But the downside is that it makes non-intervention (which is the reasonable course of action, like in Crimea) more difficult to sell.

Then, should the PRC invade (which is unlikely) while I'm sure that the Taiwanese would put up a good fight they would lose anyway. There would be plenty of grand speeches and maybe sanctions, but the reality is that everyone would just be looking for the right time to recognise the situation and move on (that's what happened with the existence of the PRC itself, and I'm sure is what will happen with Crimea).

Re:TSMC Announces Intention to Build and Operate Advanced Se... by throw51319 on Friday May 15, 2020 @11:20AM (#23193175)
Yeah but isn't it the definition of a slippery slope?
Re:TSMC Announces Intention to Build and Operate Advanced Se... by mytailorisrich on Friday May 15, 2020 @11:29AM (#23193297)
Not really. Taiwan really is an internal Chinese issue and Crimea is essentially 'repairing' the issue of a Russian territory (with majority Russian population) that was split from Russia relatively recently. Everyone knows that and thus no-one is going to start a direct war over these territories.

But even if you were contemplating a direct war the issue would be that direct wars against Russia or China are not realistic because they are nuclear powers and, in any case, too big to invade. Any direct war would certainly require a major aggression from these countries against the US themselves, which they obviously won't do in the same way as the US won't directly attack them.

It's all boils down to relative strengths and outcome of a war. There are wars that are never worth starting.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by throw51319 on Friday May 15, 2020 @03:21PM (#23196264)
How is Taiwan an internal Chinese issue? There was a civil war that ended in a deadlock. Both societies grew and actually interacted fairly peacefully for 70 years. The people in Taiwan view themselves overwhelmingly as Taiwanese. Using your logic applied to Crimea, should they not obviously be Taiwan then?

The question is, do we want to end this idea of "taking back" things that were "ours" in the past? What even is "ours" and when do you get to call the cutoff time? What is it, 1800 AD, 1200 AD, or 2000 BC?

China itself was made up of smaller civilizations many ages ago... so if I'm a present day decendant of one of them, do I get to claim that part of China as my own?

Also, when did the CCP ever control Taiwan? Never. So how can they take it back?

Re:TSMC Announces Intention to Build and Operate Advanced Se... by mytailorisrich on Friday May 15, 2020 @04:35PM (#23197096)
It is factually an internal issue. There is the Republic of China on one side, the People's Republic of China on the other. This is the same as North v South Korea (the war isn't over in both cases, they are just playing the clock) but with the crucial difference that in China's case one side is too big to be pushed over.

Again, this has been played to annoy the PRC, standard divide-and-conquer tactic, but the reality remains that no country is going to go to war against China over this, or in general.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by throw51319 on Wednesday May 20, 2020 @12:51PM (#23249053)
To use your logic - if there is an internal genocide in an country, there should be no outside interference because it's internal. The stronger party should be able to do what it wants because it's stronger.

It's ridiculous. The whole point is we don't want to have a strength-based order in the world. If so, it will become winner take all and lots of people will die.

If China wants to "finish" a civil war and start the attack then fine, they have the blood of innocents on their hands.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by barrkel on Friday May 15, 2020 @07:03AM (#23190773)
China can almost certainly win a naval war with the US already; or rather, negate the US's naval force projection tool of choice, the aircraft carrier, with anti-ship ballistic missiles.

https://en.wikipedia.org/wiki/DF-26 - range of 2500 miles

Re:TSMC Announces Intention to Build and Operate Advanced Se... by HideousKojima on Friday May 15, 2020 @09:42AM (#23192045)
Every Carrier Battle Group has two ships in it that are essentially devoted to just protecting the carrier whether from missiles or other threats. We've yet to see how effective systems like Aegis are against anti-ship missiles (though I'm sure the DoD has done plenty of tests) but it's far from clear that anti-ship missiles obsolete carriers. And given that China is starting their own carrier fleets I'm guessing they don't think things are so clear cut either.

The Exocet was made way back in the early 70's yet carriers and surface fleets in general still aren't obsolete.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by barrkel on Friday May 15, 2020 @12:31PM (#23194078)
https://nationalinterest.org/blog/buzz/china-likely-tested-m...

https://globalnews.ca/news/4810853/china-railgun-warship-wea...

https://www.nationaldefensemagazine.org/articles/2019/3/22/i...

https://news.usni.org/2019/03/05/report-u-s-carriers-need-ne...

https://www.businessinsider.com/the-us-apparently-gets-its-a...

Of course a lot of this is self-serving stuff designed to drum up more money to spend, but defence against missiles is fundamentally asymmetric. The defender need to get lucky every time, while the attacker only needs to be lucky once or twice. And MIRV is a big multiplier in favour of the attacker.

Carriers are great against countries or factions without anti-ship missile capability.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by jbay808 on Friday May 15, 2020 @12:59PM (#23194451)
Well, some of that certainly must come from an opponent's reluctance to sink them, not their inability to do so.

If you use a nuclear warhead, you don't have to hit the ship directly.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by Recurecur on Sunday May 17, 2020 @06:09PM (#23215960)
Can those ballistic missiles actually hit anything?

They're converted ICBMs, and require some kind of terminal guidance. Something traveling Mach 10+ can't use radar or infrared guidance. How does it hit a maneuvering ship?

Current thinking is drones or some other local surveillance would be used, radio linked to the DF-21. I wonder how well that will work alongside US electronic warfare capabilities?

Interesting stuff...

Re:TSMC Announces Intention to Build and Operate Advanced Se... by chasd00 on Friday May 15, 2020 @12:09PM (#23193810)
those are ballistic missiles, can they even hit a moving target? Besides, if it comes to it, after sinking an aircraft carrier the US Congress would have no choice but a full declaration of war. That means SLBMs engaged (ie Tridents) before surrender, it would be the end of the world.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by barrkel on Friday May 15, 2020 @12:33PM (#23194104)
Sure, but MAD is mutual, i.e. is symmetric.

(This is why I am a fan of nuclear weapons, but it still negates the idea of a naval battle.)

Re:TSMC Announces Intention to Build and Operate Advanced Se... by neilpanchal on Friday May 15, 2020 @01:48AM (#23189301)
Just broadcast the entire battle on the world stage and we shall watch the show. No human deaths, no civilian casualties, the whole battlefield would be completely remote controlled, streaming in a 128K VR extravaganza. I think the future of war sounds fun.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by threatofrain on Friday May 15, 2020 @02:56AM (#23189661)
No way the future will only be robot vs robot in some sterile symbolic chess game. The endgame is robots getting past robots to kill people.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by TeMPOraL on Friday May 15, 2020 @04:42AM (#23190133)
Indeed. A proxy robot war is just a very expensive game. And if you can settle your differences this way, you may as well do that in Quake 3 Arena for cheaper. And if you can settle your differences with Q3A, you may as well do that over the negotiating table. All of these depend on mutual cooperation; both parties agreeing to respect the outcome of the game.

Real war starts when one party is unhappy about the outcome and unilaterally decides to no longer cooperate.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by magicsmoke on Friday May 15, 2020 @10:40AM (#23192691)
Also when the two parties misjudge their relative military strength. If both parties were in relative agreement about what the outcome of their war would be they wouldn't have to fight one in order to negotiate changes to the status quo. That's why espionage can be a stabilizing force and the US and USSR had treaties during the latter parts of the cold war allowing each side to fly spy planes into the others territory to count missile sites.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by jbay808 on Friday May 15, 2020 @01:03PM (#23194513)
Well, you have to make sure those spies also report that neither side would decisively win. The US and USSR must both have already been confident enough in their own strength to openly allow the other side to see it.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by blackhaz on Friday May 15, 2020 @06:43AM (#23190680)
Who will give a shit, really? Russia is marching into all neighboring countries since what, 60s? and nobody raises a voice. Hell, I think they could march into Czech republic and EU would still be debating if they should continue buying Russian gas. Rapid geopolitical shifts between the West and China are unlikely, IMHO.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by 101404 on Friday May 15, 2020 @07:01AM (#23190765)
China is 1.4 billion people. That's more people than the western world combined.

Once China has "acquired" the technology, it doesn't need an export market anymore for economies of scale. China's internal market is more than large enough for that.

Just a detail to keep in mind.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by solstice on Friday May 15, 2020 @08:07AM (#23191169)
That's a bit too simple. People in inland provinces such as gansu or guizhou have much -much- lower purchasing power. I encourage you to have a look at a map of China with GDP numbers and then compare them to the US, Germany or Japan...
Re:TSMC Announces Intention to Build and Operate Advanced Se... by 101404 on Friday May 15, 2020 @09:43AM (#23192055)
No need to look, I lived there long enough and have been to every province. Despite the still existing poverty is the internal market large enough already for many products.

However, China is not quite there yet when it comes to technology (hence the many Chinese students in Western universities), but they are well on the way.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by woofie11 on Saturday May 16, 2020 @07:30AM (#23202570)
I think the key question is what happens to Taiwan in a US<->China war:

1) Does the US have a base-of-operations off of China's coast? If it independent? Is it Chinese?

2) who gets Taiwan's manufacturing and technology? Does it supply the US military or the Chinese military? War is mostly about supply chains and manufacturing capacity. It's how the US won WWII.

These are big questions. They're not necessarily urgent, but they are big.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by ilamont on Friday May 15, 2020 @05:01AM (#23190238)
> For the U.S., this is a potential disaster. If China marches into Taiwan, the U.S. will be left with no advanced-node manufacturing and it will have lost the technology race.

The real disaster is the loss of untold lives defending an independent nation and full-fledged democracy.

Strong parallels to Europe in the 1930s. Looking back, no one cares much about the technology giants of that era being shut down, but rather the lives that were lost in the invasions, and the mass murder of civilians that followed.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by magicsmoke on Friday May 15, 2020 @01:06AM (#23189066)
As a bit more context, Huawei recently announced they'll be sending orders for 14nm chips to SMIC's new fab instead of TSMC. 14 nm is about 3 gens behind TSMC's 5nm and was starting to be produced back in 2013.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by bildung on Friday May 15, 2020 @04:34AM (#23190105)
To add to that, the Kirin 710A that will get produced by SMIC will presumably be very similar to the Kirin 710 from 2018, produced by TSMC with its 16nm/12nm process, so performance-wise this will probably be the same chip but from a different foundry - in mainland China.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by gok on Friday May 15, 2020 @01:58AM (#23189344)
> [China] also has made statements that Taiwan is part of China since then.

Since 1949, you mean?

Re:TSMC Announces Intention to Build and Operate Advanced Se... by catalogia on Friday May 15, 2020 @06:31AM (#23190641)
The recency of such statements is relevant since it shows their position hasn't waned.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by baybal2 on Friday May 15, 2020 @03:15AM (#23189744)
> So this will happen. The big question is who's funding this move.

Indeed, hearing this was a shock to me.

$12B would be a double digit of their capex plan for the decade.

Them committing even to basic operation in the Arizona plant would mean to take double digit percentage off their existing 5nm, 3nm plant plans, or having this money come from the outside.

Also take this, their CapEx plan for the decade is entirety committed to the sprint towards 2nm. And even with all those money raised, and after going to bond market, they were already signalling that they have to raise even more money, or the 2nm may not happen.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by someguydave on Friday May 15, 2020 @08:59AM (#23191635)
I wonder if tsmc is getting a sweetheart defense contract for this fab.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by mikro2nd on Friday May 15, 2020 @03:30AM (#23189801)
Unless it's all just strategy smoke and mirrors at this stage. Many a slip possible between now and actually starting construction.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by csomar on Sunday May 17, 2020 @09:16AM (#23211757)
> If China marches into Taiwan, the U.S. will be left with no advanced-node manufacturing and it will have lost the technology race.

China marching into Taiwan could trigger a global war. They'd have to get Russia on-board. Hong Kong is reasonable as a first target. This would also frighten its SEA neighboring countries. Don't forget that China has lots of enemies (ie: Japan/South Korea).

Re:TSMC Announces Intention to Build and Operate Advanced Se... by amaajemyfren on Friday May 15, 2020 @06:02AM (#23190518)
> More MACs equals more performance.

What does the acronym MAC stand for please?

Re:TSMC Announces Intention to Build and Operate Advanced Se... by ebalit on Friday May 15, 2020 @06:08AM (#23190544)
Multiply and Accumulate. It's the hardware equivalent of a dot product. [0]

Sometimes it's also called FMA, for Fused Multiply and Add.

[0] https://en.wikipedia.org/wiki/Multiply%E2%80%93accumulate_op...

Re:TSMC Announces Intention to Build and Operate Advanced Se... by marcell on Friday May 15, 2020 @01:39AM (#23189248)
> If China marches into Taiwan, the U.S. will be left with no advanced-node manufacturing and it will have lost the technology race

Can you explain this? If China takes over Taiwan, couldn't the US just take over whatever TSMC plants exist in America?

Re:TSMC Announces Intention to Build and Operate Advanced Se... by thu2111 on Friday May 15, 2020 @10:21AM (#23192503)
The TSMC fab in Taiwan is the world's most advanced. There are no other sources for 7nm manufacturing at the moment. Moreover chip designs can't just be immediately re-spun onto older processes: if it were lost to China then basically the rest of the world would completely lose access to a fresh supply of the best chips. Tech would immediately have to roll back a generation of two, hardware wise, and of course software that relied on that performance would also need to roll back, etc.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by jotm on Friday May 15, 2020 @12:16PM (#23193880)
Finally, programmers would have to actually optimize :D
Re:TSMC Announces Intention to Build and Operate Advanced Se... by londons_explore on Friday May 15, 2020 @02:43AM (#23189591)
Various DRM-like schemes can be used to make a chip useless without the software that goes with it.

If TSMC was concerned about the US taking over their factory, they could design lots of elements of the process to require a connection to HQ in Taiwan, and to stop working when that connection is broken.

When every piece of equipment has no working firmware, the factory is pretty much useless, and would probably take years to get running again.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by lliamander on Friday May 15, 2020 @01:47AM (#23189289)
No TSMC plants exist in America right now.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by gok on Friday May 15, 2020 @02:00AM (#23189356)
Actually, TSMC has operated a fab in Camas, Washington for many years.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by lliamander on Friday May 15, 2020 @02:41AM (#23189580)
Oh, interesting! Thanks for the correction.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by rrss on Friday May 15, 2020 @11:04AM (#23192986)
Note that the wafertech/TSMC fab11 only does processes down to 0.16 um.

https://www.wafertech.com/en/foundry/technology.html

Re:TSMC Announces Intention to Build and Operate Advanced Se... by marcell on Friday May 15, 2020 @02:06AM (#23189391)
I'm not really following the logic... GP said this (TSMC intending to build a factory in US) was bad for US, because China could march into Taiwan and cut off US ability to make chips.

Wouldn't a TSMC plant in US be good? Since US would have the factory on its own soil? What am I missing?

Re:TSMC Announces Intention to Build and Operate Advanced Se... by lliamander on Friday May 15, 2020 @02:45AM (#23189598)
My understanding of the GP is that the current situation with TSMC only in Taiwan is a disaster. So I think they are actually in agreement with you and I that this is (or could be) a good thing.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by marcell on Friday May 15, 2020 @03:56AM (#23189928)
Ah, got it. I mis-parsed the comment.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by p1esk on Friday May 15, 2020 @03:29AM (#23189796)
What makes you think Intel is behind TSMC in terms of process technology?
Re:TSMC Announces Intention to Build and Operate Advanced Se... by wtallis on Friday May 15, 2020 @03:41AM (#23189860)
Intel's 10nm process does finally exist in a shippable form, but it's not yet mature enough or high-volume enough to handle the entire breadth of their CPU product line. Intel launched new 14nm processors last month, 5.5 years after introducing their first 14nm processors.

Meanwhile, TSMC's 7nm process has been shipping since Q3 2018, and their EUV-based N7+ process is now in mass production. There's no question that TSMC is currently ahead of Intel both nominally and in all the important technical metrics. It's still entirely possible that Intel could re-take the lead if/when they get something post-10nm out the door, but that isn't going to happen this year. Intel's own CFO says it might take two more generations for them to regain the lead: https://www.tomshardware.com/news/intel-process-tech-lag-com...

Re:TSMC Announces Intention to Build and Operate Advanced Se... by ksec on Friday May 15, 2020 @05:03AM (#23190243)
To add further perspective into the reply above, TSMC is expected to ship more 5nm this year than All of Intel 10nm has ever shipped to date.

Intel's current form of 10nm is roughly equivalent to TSMC's 7nm. What that basically means is TSMC is about a generation ahead.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by paulmd on Friday May 15, 2020 @08:56PM (#23199384)
> Intel launched new 14nm processors last month, 5.5 years after introducing their first 14nm processors.

> Meanwhile, TSMC's 7nm process has been shipping since Q3 2018, and their EUV-based N7+ process is now in mass production

So, to make this an apples-to-apples comparison: when did TSMC stop shipping new products on prior nodes? ;)

You can still go out and buy a new-production Ryzen 1600 AF chip right now, you know. AMD did not even finish releasing their 7nm lineup until basically a few weeks ago, Renoir products just started shipping last month.

Ice Lake actually beat the comparable AMD/TSMC chips to market by like, 8 months or something. They've been around in volume since like, november. I went to Costco before last thanksgiving and almost half the laptops had Ice Lake.

AMD can ship desktop processors sooner because they've architecturally managed to reduce the chiplet to smaller than the size of a phone SOC. Comparing apples to apples, or more specifically monolithic mobile processor vs monolithic mobile processor, TSMC isn't that far ahead.

Or for another data point, TSMC's big-chip 7nm yields are so bad that NVIDIA is disabling 15% of the processor on the Ampere GA100 even for the datacenter market that will be paying $25k a chip or something stupid.

TSMC is ahead, sure, but not as much as people want them to be. The ability to make phone SOCs and 70mm2 chiplets successfully doesn't mean they've got 7nm completely nailed.

Re:TSMC Announces Intention to Build and Operate Advanced Se... by wtallis on Saturday May 16, 2020 @03:46PM (#23206613)
You shouldn't ignore the fact that Apple's larger 7nm SoC has the same die size as Ice Lake, and has been shipping a lot longer. To the extent that TSMC's 7nm has been confined to small, low-power chips, Intel's 10nm has the same problem but worse.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by AgloeDreams on Friday May 15, 2020 @09:42AM (#23192043)
Bingo, plus they are deep in R&D of 5nm with Apple having placed large orders already. Their 5nm plan sees shipping products WAY before intel's 7nm.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by akvadrako on Friday May 15, 2020 @04:45AM (#23190154)
Although what you say is technically true, intel’s 10nm is more advanced than TSMCs 7nm — they aren’t using a shared scale. The biggest mistake intel made was probably being too ambitious.
Re:TSMC Announces Intention to Build and Operate Advanced Se... by wtallis on Friday May 15, 2020 @05:26AM (#23190358)
> intel’s 10nm is more advanced than TSMCs 7nm

Depends on which Intel 10nm you're talking about, and which TSMC 7nm. Comparing Intel's failed initial 10nm from Cannonlake against something that is in mass production on the TSMC side isn't exactly fair. With respect to the 10nm Intel product that you can actually buy, TechInsights has this to say: "Produced in Intel's new 10 nm 2nd Gen process that should offer comparable performance to TSMC’s 7 nm process"— and that's coming from the pros with electron microscopes who teardown these chips to reverse engineer process tech. Numbers reported elsewhere (eg. WikiChip) indicate that TSMC's 7nm allows for about a 15% smaller SRAM cell, and AMD's Renoir notebook processors seem to have about the same overall transistor density advantage over Intel's Ice Lake notebook processors.

And as far as I can tell, AMD's not even using the EUV 7nm process from TSMC yet.