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Re:Intel and the $1.5trn chip industry meltdown by theptip on Tuesday October 18, 2022 @01:01PM (#33250526)
I'm confused by this take. Who is threatening Japan with cruise missiles? Certainly not China or Russia. North Korea, perhaps.

The primary reason that we're concerned about semiconductor fab concentration in Taiwan is that China has consistently stated that it is going to invade Taiwan at some point (and that could be 2049 or in a few years for all we know). This is completely outside of any hypothetical scenarios of who lobs cruise missiles at who during WW3.

You can make the point that relying on semiconductor manufacturing outside of your country/coalition is a bad idea for military self-sufficiency, and I would agree, but that's a much more diffuse risk than the very specific scenario that is driving the CHIPS act and concern about fab concentration in Taiwan.

Re:Intel and the $1.5trn chip industry meltdown by slickrick216 on Tuesday October 18, 2022 @01:20PM (#33250826)
If China attempts an invasion on Taiwan it is not unrealistic to suggest they’ll also take a swing at Japan and at least try to destroy the fabs there.
Re:Intel and the $1.5trn chip industry meltdown by theptip on Tuesday October 18, 2022 @01:30PM (#33250979)
That seems very unrealistic to suggest, to me.
Re:Intel and the $1.5trn chip industry meltdown by mlsu on Tuesday October 18, 2022 @01:33PM (#33251028)
If China invaded Taiwan it would be despite, not because of, the fabs there.
Re:Intel and the $1.5trn chip industry meltdown by xwolfi on Tuesday October 18, 2022 @01:32PM (#33251008)
It is very unlikely, if not impossible: China has repeatedly stated Taiwan is in China, Taiwan has repeatedly stated they, in fact, are the legitimate China, both prepare day and night for an invasion they never dismiss, and both are a direct threat to each other politically, geographically and culturally.

Japan ? They're as threatened by China as India, and nobody in China is planning for administrative take over of 130 millions Japanese anytime soon. And Japan has so many problems to solve already, they're not looking at bothering China enough to risk missiles.

Re:Intel and the $1.5trn chip industry meltdown by bendhoefs on Tuesday October 18, 2022 @01:45PM (#33251211)
Why? If China decides to invade Taiwan surely they'll do everything they can to not give the rest of the world a reason to intervene.

They want Taiwan not a war with the entire west all at once.

Re:Intel and the $1.5trn chip industry meltdown by nordsieck on Tuesday October 18, 2022 @03:15PM (#33252452)
> If China decides to invade Taiwan surely they'll do everything they can to not give the rest of the world a reason to intervene.

That only works if the rest of the world hasn't already decided to intervene.

And sure - NATO isn't "the rest of the world"; but militarily, it might as well be.

Re:Intel and the $1.5trn chip industry meltdown by etempleton on Tuesday October 18, 2022 @03:33PM (#33252691)
The United States has indicated that they would intervene, which means the only way to have a chance at a successful amphibious landing would be to conduct preemptive strikes against US bases in the region. To do so would be a direct declaration of war against the US and NATO, which, at current, China cannot hope to win.

I think China is out of there mind here. They either are A. willing to smash Taiwan to rubble and call it a victory or B. completely overestimate their chance of success.

I think China's real hope is that they can threaten their way to an advantageous position and take Taiwan without firing a bullet, but so far no one is blinking and the west is fed up with autocrats threatening warfare to get their way.

Re:Intel and the $1.5trn chip industry meltdown by ericmay on Tuesday October 18, 2022 @03:37PM (#33252742)
NATO specifically doesn’t involve European partners in a war in the Pacific. Not to say some may or may not join the US in the fight.
Re:Intel and the $1.5trn chip industry meltdown by lmm on Tuesday October 18, 2022 @07:49PM (#33255635)
> The United States has indicated that they would intervene,

The US has made multiple unclear statements. What one president may say, another may walk back or reverse. Or the US might simply not do what they said, or adopt some face-saving half-measure.

Killing US troops stationed in Japan, OTOH, would force a very strong response; even if the government wanted to deescalate, the public wouldn't let them.

Re:Intel and the $1.5trn chip industry meltdown by ericmay on Tuesday October 18, 2022 @03:36PM (#33252720)
“Taking” Taiwan with abrupt military force cannot be decoupled from a war with the entire west all at once. At least US, UK, SK, AUS, and others (unsure about EU involvement).
Re:Intel and the $1.5trn chip industry meltdown by DeathArrow on Tuesday October 18, 2022 @01:59PM (#33251413)
China does not want Japan. They want Taiwan and preferably with chip factories intact.
Re:Intel and the $1.5trn chip industry meltdown by georgeecollins on Tuesday October 18, 2022 @02:19PM (#33251690)
It's possible for China to attack fabs in Japan but China attacking Japan is a WW3 level escalation without a doubt. Invading Taiwan may or may not be.

Japan is very able to defend itself against China and the Chinese know that. That doesn't mean the Japanese would win a war with China, but who knows? Who would think Ukraine could take on Russia? If China seriously went to war with the US and Japan China could be blockaded.

The history of the last fifty years suggest the Chinese are pretty measured in their use of force. I'm sure they would try to capture Taiwan if they were confident they could with acceptable losses. But they realize time is on their side and they are not crazy gamblers like Putin.

Re:Intel and the $1.5trn chip industry meltdown by dirtyid on Tuesday October 18, 2022 @03:48PM (#33252879)
Depends on how Sino-US competition veers.

As important as TW is to rejuvenation narrative, it's ultimately the consolation prize versus dismantling US east asian security architecture and securing regional+ hegemony. That's the grand finale battle for the lightcone of future PRC security/prosperity.

>Japan is very able to defend

Japan (and SKR, and TW, and even PH) like most US allies in island chain are are heavily dependant on energy and calorie imports. They can defend themselves against invasion, but they can't defend against PRC turning them into Yemen by wrecking critical infra (cut internet cables, destroy power nodes, mine ports etc). Stuff that make them non viable as a modern economy/society. The flip side of trying to contain PRC during peace is if they try to contain PRC during war, they're stuck in the island chain with a much more autarkic PRC who can spoil region indefinitely. And because US has security commitments, it maybe in PRC interest to draw US to defend allies where PRC forces balance is strongest.

I also think while CCP obviously prefers low cost reuninfication (even if armed), I personally would not be surprised if things escalate much broader because there are larger (and worthwhile) goals / targets. If Australia is going to contribute to even supporting US efforts in TW scenario, then destroying US military infra in AU (Pinegap, Geraldton, Exmouth) will cripple US Indo Pac operation. If anything, there may come a point of favourable future PRC power balance mixed with levels of percieved US antagonism where PRC will be eager for excuses to eliminate US regional/global military infra.

Re:Intel and the $1.5trn chip industry meltdown by greycol on Tuesday October 18, 2022 @04:39PM (#33253556)
The issue is in such a war China is also cut off. A major point of their south china sea claims is to ensure that there is no peaceful way to block oil (and other products) being delivered to Chinese ports. In an attack on Japan (that doesn't turn into MAD) China also loses this supply chain and becomes reliant on Russia for energy imports and the infratructure for that reliance isn't in place yet and is also a major weakness.
Re:Intel and the $1.5trn chip industry meltdown by dirtyid on Tuesday October 18, 2022 @06:31PM (#33254956)
PRC is essentially calorically food secure (with huge waste / room to optimize), has large energy reserves, and unlike island nations, massive domestic raw resource supplies. PRC is NOT Japan during WW2. Hence PRC is much more autarkic and can drag on war economy, perhaps indefinitely. Sure people will eat less meat and depend more on EVs (maybe even cope on bikes) during transition, but when shit hits fan, PRC + RU (is a powerful self sufficient land bloc with much greater long term war making potential than US partners trapped on vunerable islands. It's about asymmetric vunerability.

>The issue is in such a war China is also cut off

The Malacca dilemma was based on assumption that US had unilateral power to blockade PRC imports with impunity due to being domestically energy secure - it was an argument/strategy also based on asymmetric vunerability.

But that's increasingly not true, the TLDR is PRC rocket force likely already has capability or will in short term to _conventionally_ strike major US energy infra... US is existentially dependant on ~150 refineries - they are as dependant on these refineries as PRC is on maritime energy shipping. People conflate resource security as having more resources in your soil but it's really about the ability to protect the critical extraction/delivery infra. Otherwise Saudi wouldn't bribe US for security. Obviously conventional CONUS strikes is also a prelude to MAD, but it is also an equation for PRC establishing mutual vunerability with US, which greatly constrains US actions. Not to mention such capability also functionally dismantles US naval supremacy via port strikes (both capital and support assets) that underpins US global power projection.

My feeling is that the chance of US blockading PRC when she becomes as (conventionally) vunerable as PRC is increasingly remote. It's hard to understate how much geostrategic calculations must change once a relatively autarkic industrial power as massive as PRC is able credibly bring actual war to US homefront. It will be first time in modern history where conventional fires can penetrate CONUS to meaningfully degrade US society. US will have to assess whether it wants to fight a possibly existential war (at best a pyrrhic one where she is unable to uphold her hegemony after) or abandon East Asia where PRC preponderance is increasingly difficult to match or deter, especially with respect to TW.

Re:Intel and the $1.5trn chip industry meltdown by addingadimensio on Tuesday October 18, 2022 @02:42PM (#33251982)
If China invades Taiwan it’s not unrealistic to think they’ll also start World War III at the same time? I think that’s unrealistic
Re:Intel and the $1.5trn chip industry meltdown by bluepizza on Tuesday October 18, 2022 @02:45PM (#33252045)
It is completely unrealistic. Japan is protected by the USA. Any attacks on Japanese territory would lead to nuclear annihilation of Beijing.
Re:Intel and the $1.5trn chip industry meltdown by heavyset_go on Tuesday October 18, 2022 @03:18PM (#33252492)
This sounds like what was being said about Taiwan a few years ago.
Re:Intel and the $1.5trn chip industry meltdown by bluepizza on Tuesday October 18, 2022 @05:02PM (#33253919)
It absolutely does not. Taiwan was never under any sort of agreement, and the USA has always been ambiguous about its policy towards Taiwan.

This is completely different from the mutual defense agreement that Japan has with the USA, where it has been made very clear that the USA will protect Japan.

I understand you want to have a critical opinion, but you need to look at the facts.

Re:Intel and the $1.5trn chip industry meltdown by hollerith on Tuesday October 18, 2022 @05:44PM (#33254460)
In particular, Japan has the economic and technological might to have been able to make nukes decades ago. They didn't because they received a promise from the US that if anyone nuked them, the US would retaliate with its nukes. In exchange, Japan promised it would not make nukes (and probably also promised to consult with the US on Japanese national security matters). This deal came about because both Japan and the US see the value in keeping the number of countries with nukes low.
Re:Intel and the $1.5trn chip industry meltdown by pweezy on Tuesday October 18, 2022 @05:27PM (#33254245)
China is a nuclear power and neither the US nor China is interested in MAD. Any attacks on Japanese territory would probably lead to a hot war with the US, but almost certainly not nuclear annihilation.
Re:Intel and the $1.5trn chip industry meltdown by vagrantJin on Tuesday October 18, 2022 @07:15PM (#33255376)
What a childish and naive take. I'll be blunt and assert its pretty dumb.

Firstly, completely dismissing Japan as a sovereign state. Complete disrespect.

Secondly, nuclear warfare is the dumbest solution possible. Who ever fires first must accept potentially losing the trust of all nations. No matter who fires for whatever reason. Barring an alien attack or something of that magnitide.

Thirdly, the US power does not come from its military - but diplomacy. Allies in strategic places captured by the flow of capital. The military maintains the status quo but isn't invincible. If it were, Russia would not exist. China would not become a superpower.

These are basics.

Re:Intel and the $1.5trn chip industry meltdown by bluepizza on Wednesday October 19, 2022 @06:47AM (#33260199)
You seem to ignore other basics, such as the military alliance agreements currently in place. These agreements are actually enacted in law and backed by the presence of thousands of American troops in Japanese territory, and in billions of dollars of yearly payment from Japan to the USA for this alliance.

Having a critical view of the world is a great thing, and I can only commend you for that. But you need to look into the facts first.

Re:Intel and the $1.5trn chip industry meltdown by vagrantJin on Sunday October 23, 2022 @12:50PM (#33308331)
Ah. I would think military alliances based on economic alliances are self-evident.

In the case of Japan and South Korea, those are not sovereign states but protectorates of the US. At least because they were occupied by the US post WWII and limited military autonomy because of US directives.

My point being the US is an imperial state masquarading as a cheerleader of democracy. The only reason no one says anything is because the US has the biggest stick in the room and anyone refusing to bend over to be shafted is public enemy number 1 ie. China, Russia and the levant.

Its surprising how weak Europe is considering how much experience they have in warfare but it is what it is.

Re:Intel and the $1.5trn chip industry meltdown by 22SAS on Tuesday October 18, 2022 @02:46PM (#33252058)
If they agree to stay the fuck out of Japan and focus solely on Taiwan, NATO will stay put to avoid WW3. Plus, South Korea, Japan, have treaties with the US, which will lead the US to intervene if either of these countries gets attacked. China might not want to officially give NATO a reason to start WW3.
Re:Intel and the $1.5trn chip industry meltdown by JumpCrisscross on Tuesday October 18, 2022 @02:54PM (#33252170)
> Who is threatening Japan with cruise missiles? Certainly not China or Russia. North Korea, perhaps.

China. Japan cooperates with AUKUS [1]. If Xi invades Taiwan, it's going to pull in America, Britain, Australia and–in all likelihood–Japan.

That said, we're more likely to see a recapitulation of the Ukraine playbook than direct intervention by American and Japanese forces.

[1] https://en.wikipedia.org/wiki/AUKUS

Re:Intel and the $1.5trn chip industry meltdown by monocasa on Tuesday October 18, 2022 @03:37PM (#33252737)
Japan has inquired about participating in AUKUS, but doesn't currently.
Re:Intel and the $1.5trn chip industry meltdown by SkyMarshal on Tuesday October 18, 2022 @07:34PM (#33255528)
He might have meant the Quad.
Re:Intel and the $1.5trn chip industry meltdown by blaser-waffle on Tuesday October 18, 2022 @03:07PM (#33252361)
> Who is threatening Japan with cruise missiles? Certainly not China or Russia. North Korea, perhaps.

China has said that they believe that, in the event of hostilities over Taiwan, they will be obligated to strike US forces everywhere in the region -- and the US Navy still has a strong presence in Japan. Also S. Korea and the Philippines.

This means potentially launching missiles at these countries too, and the Chinese have made it very clear to all involved that they will consider and/all US allies in the region as potential belligerents and act accordingly. AKA military action against Japan and SK, and possibly Australia and NZ. It is just another part of the Taiwan political calculus.

Point is: moving the fabs out of Taiwan doesn't mean shit if they're still in a country that China could strike, and in the case of Japan, would likely strike, in the event of hostilities.

Re:Intel and the $1.5trn chip industry meltdown by theptip on Tuesday October 18, 2022 @04:08PM (#33253142)
> China has said that they believe that, in the event of hostilities over Taiwan, they will be obligated to strike US forces everywhere in the region

Do you have a source for this? I haven't heard this stated before, but I'm not an expert here.

Even taking this as true, I think it's a big leap to go from striking US military bases in Japan, to striking civilian infrastructure in those countries.

It seems quite clear to me that the opening salvo you are hypothesizing (attacking multiple military bases and civilian targets) would be an act of war against the USA and Japan. This would certainly provoke all-out war with the US, and they have a first-use policy that could entail a nuclear response.

Frankly the whole scenario above seems extremely unlikely to me, and I think Ukraine is the better example to model here. Essentially, China occupies Taiwan, and dares the US to strike in retaliation, knowing that their retaliation would be the thing that triggers armageddon, and betting that the US is not actually willing to escalate militarily over Taiwan. I predict that China would take an effort to avoid attacking any US military personnel stationed in Taiwan (I gather this is just an unofficial presence), because the rational play is to give the US as little excuse as possible to escalate in response.

In other words, China MUST offer the US a path to de-escalation/capitulation in order to take Taiwan without a war with the USA. It's much easier to take Taiwan without a full war with the USA (obviously, IMO).

Re:Intel and the $1.5trn chip industry meltdown by Apocryphon on Tuesday October 18, 2022 @04:11PM (#33253184)
The specifics of the top three economies in the world going to non-proxy war with one another, in the age of MAD, is incredibly hard to imagine.
Re:Intel and the $1.5trn chip industry meltdown by adriancr on Tuesday October 18, 2022 @05:28PM (#33254264)
> China occupies Taiwan

They're not even remotely capable of doing that before US intervenes. Taiwan is a heavily fortified island with unfriendly geography and a massive high tech army.

Re:Intel and the $1.5trn chip industry meltdown by CydeWeys on Tuesday October 18, 2022 @06:26PM (#33254900)
That's a big if there. There's no guarantee that the US intervenes, especially depending on who the president happens to be at the time.
Re:Intel and the $1.5trn chip industry meltdown by theptip on Tuesday October 18, 2022 @07:20PM (#33255414)
Sure, I'm not making any claims on whether they can successfully do that, just that in this widely-studied geopolitical contest, it's the most likely move that they will attempt to achieve their publicly-stated goals. (And not some crazy all-out war on the US and its allies as GP was proposing.)

FWIW on the likelihood of this specific claim, my impression is that the Pentagon considers it likely that they will try to annex Taiwan at some point in the next decade, e.g. see yesterday's headlines from Blinken (https://www.bloomberg.com/news/articles/2022-10-17/blinken-s...).

I don't have any particular domain knowledge to judge how hard it would be for China to occupy Taiwan (or how much more military power China would need to tip the balance in its favor), but I'm interested in any hard analysis that you can share on the subject. The general reading I've seen has suggested that they would be able to do so in the next 10-20 years if current trends in military growth pan out.

Re:Intel and the $1.5trn chip industry meltdown by jandrese on Tuesday October 18, 2022 @05:12PM (#33254061)
That sounds like saber rattling to me. Trying to scare diplomats with talk of armageddon to secure a better bargaining position. It's a constant of international politics and one shouldn't read too much into it. The same is true of North Korea talking about turning Seoul into a crater whenever they need to ask for food aid.
Re:Intel and the $1.5trn chip industry meltdown by jldugger on Tuesday October 18, 2022 @05:44PM (#33254455)
It is, for now. But it would be a lot safer if the chip fabs werent all located along a hotly contested south china sea.
Re:Intel and the $1.5trn chip industry meltdown by CydeWeys on Tuesday October 18, 2022 @06:17PM (#33254790)
> China has said that they believe that, in the event of hostilities over Taiwan, they will be obligated to strike US forces everywhere in the region -- and the US Navy still has a strong presence in Japan. Also S. Korea and the Philippines.

This would be starting World War III. It would be akin to the Japanese attack on Pearl Harbor, with the main difference being, we have thousands of nukes and China does not. This course of action is so profoundly stupid that I cannot imagine China taking it.

Re:Intel and the $1.5trn chip industry meltdown by godelski on Tuesday October 18, 2022 @06:43PM (#33255068)
> I'm confused by this take. Who is threatening Japan with cruise missiles? Certainly not China or Russia. North Korea, perhaps.

Countries that have actively threatened Japan with nuclear bombs: China, Russia, North Korea, and the US (which literally dropped a bomb but have yet to make threats since).

Re:Intel and the $1.5trn chip industry meltdown by Dylan16807 on Tuesday October 18, 2022 @06:52PM (#33255139)
Okay? Put some dates on those, because you know damn well WWII is irrelevant to the question of current threats.
Re:Intel and the $1.5trn chip industry meltdown by godelski on Tuesday October 18, 2022 @08:31PM (#33255945)
> because you know damn well WWII is irrelevant to the question of current threats.

Well that was a sarcastic joke at the end. The US has not made any threats to Japan since after the bombing. The other countries listed are a different story though.

Russia: I think you have forgotten that the Kuril Islands are still contested territory between Japan and Russia. Russia's same policy is there that they will retaliate if their territories are "attacked." The exact same line with Ukraine. Putin has suggested he would take out Japan and (South) Korea quickly as they are the US's main launching points of an attack. Getting them out of the war quickly gives Russia a serious advantage and the US a serious disadvantage. This is ongoing and has been in discussion since the Cold War. Policies have not shifted on this. Russia has actively been violating international nuclear armament treaties and this has been big news since 2014. So, current.

China: Has been much more explicit and aggressive, stating that they will nuke Japan until they unconditionally surrender if they even send a single troop to defend Taiwan[1]. This video is 2021. They have also made similar threats to Australia after a deal with the US for nuclear powered subs (which would not have nuclear weapons) saying that any nuclear nation is not immune from nuclear attack.

North Korea: idk, last week when they launched their test missile directly over Japan?

I get that searching with respect to Russia might be difficult right now because everything is focused on Ukraine and Google overfits search results. But this has been in military discussion for decades. Maybe it is just saber rattling, but these are still things that have been said.

[1] https://twitter.com/jenniferzeng97/status/141497128516000563...