• Buddahriffic@lemmy.world
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    24 days ago

    All they need to do is hold out and survive until China invades Taiwan and the chip foundry game will change overnight. I bet they’ll even get free access to TSMC patents just to try to get the west back into the chip lead. They won’t be allowed to fail at that point.

    Though I don’t see the consumer semiconductor industry thriving after that.

      • Buddahriffic@lemmy.world
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        24 days ago

        That depends on Trump giving a shit about protecting anyone. I wouldn’t be surprised at any outcome.

          • fruitycoder@sh.itjust.works
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            24 days ago

            Trump isn’t given enough ego bait from China to not rally against them to feed his base. If he can spin it as “the beat deal” he will do it.

            • LavenderDay3544@lemmy.world
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              24 days ago

              I doubt even he can spin it that way. His popularity would plummet and that’s something he cares a lot about since he has a fragile ego.

              • fruitycoder@sh.itjust.works
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                23 days ago

                Idk the economy crashed during his presidency and people still believe it was Bidens fault and a return to unchecked mergers, dumping debt into the economy, and trade wars will help.

                It’s not about reality it’s about the story.

                • LavenderDay3544@lemmy.world
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                  23 days ago

                  And what story could he tell to justify letting China get away with the worst incursion into another country since Ukraine and one we promised and accepted money to protect?

      • SirEDCaLot@lemmy.today
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        24 days ago

        China’s too smart to ‘invade’ Taiwan. There will be no tanks and helicopters invading. China / CCP may be assholes but they are also fucking smart.

        Look at Hong Kong. There were no tanks or helicopters. Just steadily increasing political control. More or less the entirety of HK protested for weeks/months. It did fuck all.

        That will be what happens with Taiwan. It won’t be an invasion. It will be a gradual slide.

        Right now, USA officially supports the ‘One China’ policy to appease China even though we want Taiwan to be independent. It’s let us keep huge trade with China (which the Chinese also want/need) while we depend (and NEED) Taiwan for a lot of tech manufacturing especially computer chips.

        Thing is, China has no desire to be dependent on us. They want us dependent on them for manufacturing, but don’t want to need that business. That’s why China is doing aggressive R&D on pretty much every high tech area they depend on the West for, trying to ensure that everything China needs can be made in China from Chinese tech. To do that they need to be able to design and manufacture the latest computer chips, which they currently can’t. But they’re pouring billions into figuring it out.

        If China takes over Taiwan, either openly or covertly, they get TSMC. And that gives them all the chipmaking tech they need.

        Don’t expect tanks. Expect state sponsored industrial espionage at TSMC and their own suppliers. Then expect Chinese chipmakers to flood the market with top-line or near-top-line hardware at low prices, which US won’t embargo and thus we’ll get even more dependent on China.