Coming chip wars? I remember stories of vax boxen filled with concrete in previous export restriction wars, not to mention japan losing chip production to south korea.
China is keeping things surprisingly civil considering they could just limit the supply of or manipulate the cost of rare earth minerals. Many Western companies would soon find themselves in Huawei's shoes, counting down the days until the stockpiles run out.
The moment they start doing this, other countries will restart their mines and the Chinese leverage (and profits) will evaporate. Rare earth minerals aren't that rare.
China has been maintaining a majority share of production for at least a decade at this point. I would wager that while that your proposed response is short as a phrase, actually getting production to match the currently relied-upon volume without China would take years, and I don't think stockpiles would last that long.
The US accounts for a small part of the global REM consumption. Even with their majority share, unless China is willing to burn the rest of the world, the US would be able to make do. And that's not even getting into transhipping which was used to circumvent previous REM export bans.
I saw it explained like this. Rare minerals are everywhere but they're spread out, and China's advantage is they will destroy a lot of environment to extract them while other countries are regulating protections for the environment. If that is true it would be very difficult for other countries to fill the demand?
I thought lots of existing mines had ore containing them, but can't make a profit extracting them, so they don't. How quickly such extraction/refining steps could be added, I don't know. (Am far from an expert though!)
From what I understand, it's not the mines that are the problem. In fact, China imports most of its rare earth materials. What they control is the refinement of these materials turning them from a raw form to something useable. I believe the US is finally starting to do something about this imbalance, but I'm unsure if its scale is great enough to have an effect. A refinement plant just came online in Colorado (or is it Texas?) in the last few months. I believe there might be more in the pipeline including Mountain Pass (in addition to the mine itself) in California. From what I understand, traditionally refinement is an extremely dirty process and as a result extremely costly to run especially with all the environmental restrictions and potential fines.
edit: latrare brings up another very important point. The patents surrounding the processes to refine RE materials. Take a look at who owns most of them...
I recall that China owns most of the latest patents on rare earth refinements. This should be obvious considering they are the most active in its refinement process.
Now, the irony is that if American companies want to start rare earth refining, then they must pay China for the use of those refinement patents.
Oh the irony.
Unless some American senator want to invalidate all of China’s patents on grounds of National Security. Oh the hypocrisy.
Found the estimate in the report the Pentagon gave to Congress on this issue in 2013. Your proposed action would take the US, alone, 15 years (https://imgur.com/olWM3Xi).
I believe there's a few Australian mining companies with plans ready to go if China ever does this. The prices will go up, a lot, but the spice will flow.
The REM myth is just that. The CCP previously tried to weaponize REM exports to hurt Japan and that both failed and revitalized REM production outside of China. That would also further hurt their own ability to export as no one will want anything important be it infrastructure or supply chains to be reliant on the whims of wolf diplomacy.
That's a MAD scenario though. I mean, trade wars can escalate, but deliberately crippling global industries is a shade too far (probably).
In fact the Huawei chip regulation was attractive precisely because it doesn't impact much in the way of actual products right now. The overwhelming bulk of Huawei's revenue is derived from simple manufactured products using semiconductors from non-PRC sources. Their domestic chip design was a fledgling industry still.
The CCP is getting ever more ambitious (perhaps reckless) in the wake of the pandemic. I am not sure if it's overconfidence or calculated tactical moves. The timing of the border conflict with India is no mere coincidence -- it seems like an attempt to secure assets (CPEC) on the Western theatre in anticipation to any action on the Eastern front.
The flareup is over 60km2 of territory on the other side of Kashmir and the CPEC highways, it's not going to have any impact on them. More likely that local forces got rowdy as infantrymen tend to do and now the higher ups are scrambling to defuse the situation. If this was an actual calculated move to take significant amounts of territory the big guns would be firing by now.
I've been reading a ton of geopolitical and military experts over the last few weeks, and there is a unanimous consensus that China never makes moves on the border without explicit instructions from the top.
Their reaction here has been paired with new movement in the South China Sea, changed messaging through proxy Government (Oli in Nepal and Pakistan at large) and claims over new land that has never been claimed by them before.
Xi is using the fallout from Corona as a way to impose China on countries that are distracted by the pandemic as of this time.
> If this was an actual calculated move to take significant amounts of territory the big guns would be firing by now.
That isn't how China works. They are well know for their salami slicing (https://foreignpolicy.com/2012/08/03/salami-slicing-in-the-s...) approach to expansionism. Their current actions are perfectly in line with previous attempts at expanding borders and signaling intent for armed invasion.
since the Maoist Govt took hold. Since Chinese promised to pay for all Nepal schools to teach Mandarin which was adopted by a lot of schools. They extended their claims on Mt. Everest. Nepal claimed new territory from India on Chinese pressure in an area which is open border. Nepal is now almost a part of OBOR. Connectivity via Tibet and lure of easy Chinese money.
Previous agreements prohibit the use of firearms on the Indo-China border even if troops are carrying them. Have a look at the weapon used by the Chinese troops to figure if the attack was premeditated.
Desperation, possibly. As I understand it, the deal between the CCP and the Chinese people was "you get rich, but you get no rights". If the economic downturn from COVID hits as hard as the doomers predict, then that deal could be over. A war could be a way of putting off the civil problems that will bring.
China is absolutely fuelling it on the digital space. For example, in a first, TikTok is elevating BLM protests, while continuing to ban and de-elevate HK protests:
If you are curious about China's ambitions and possible future in the wake of the American pullback from the international order, I recommend the book "Disunited Nations". It also profiles Germany, Iran, France and various other interesting places.
Even though it's far from over, I'm sick of talking about coronavirus. But we can't stop until we've learned everything we can from it. Obviously, it's human impact is awful. It has been a brutal stress test for so many of our health and economic systems: healthcare, food, ppe, school, etc.
So, if there's one good thing that comes out of this, and I'm sure there will be many, it has to be that manufacturing returns to all advanced countries. No longer should we outsource nearly all of our manufacturing to various parts of Asia. Nothing against Asia, but we've known for a long time that it is high risk to put all of your "eggs", of any kind, in one basket -- it's very risky for everyone if we concentrate all of those abilities into a handful of countries in one part of the world. In might be cheaper in the short term, but it could be devastating for all of us in the long run.
This time it was a pandemic, but next time it could be something that destroys those countries and the timeline to rebuild is years. The survival of the planet may depend on our ability to manufacture. It already does in some ways, but the timeline is rather long at this point. What if the danger is imminent? Do we really want most high (and low) tech manufacturing concentrated in one part of the world? No, we need to spread it globally for the potential benefit of everyone.
The same way you balance your investment portfolio between different types of assets, we need to balance our investment in the future of the planet across the globe as well. Sure, some assets aren't as profitable, but you still hang on to them for security, stability and risk reduction.
Publicly traded US companies are beholden to investor returns. This is going to make them less able to respond to international competition.
Think about the Fair Trade laws that aim to prevent large companies from dropping their prices to below cost to drive small plantations out of business. There's no reason china needs to make 1,000% profit on their latest CPU when they can sell at a very low price, and put US manufacturers out of business.
I just barfed a little in my mouth. This is what is so eff'd up about the US. Semicon stock prices drove the creation of millions of millionaires over the last 2 decades, and now they need a handout.
> Publicly traded US companies are beholden to investor returns
Long- or short-term investor return?
Given the situation and prospect, anyone who still sticks to this principle of short-term investor return is at good the capitalism in the worst form, or at worst plain irrationality.
It doesn't strike me so much as a handout as an investment in domestic infrastructure and chip manufacturing. It's pretty clear from the present situation that international supply chain risk is huge and this is an attempt to incentivize domestic production.
I know, my comments sure do sound like a contradiction if viewed this way.
There just seems to be something fundamentally wrong here.
Semicon companies have been massive wealth generators for almost 4 decades, and how all of that wealth was genreated by clearly dubious means (Intel's lawsuits are legendary, as is there attempts at shuffling money out of the US buy building fabs in other countries to avoid tarrifs). But now they need taxpayer dollars to be competitive? Sure, the state of the US economy might be at risk, but that doesn't square with the industry leaders' malign actions in the past 20 years.
It's like if you were getting beat up by a bully every day on your way to school, and he took your lunch money. Then one day a bigger bully from another town shows up, and the school starts paying your bully your lunch money, plus additional money from your allowance, to beat up the other one to protect the school (a bigger risk), when they didn't care about protecting you as an individual (a non-important risk).
I don't understand the military implications. The US has had long range missiles and defenses that are effective with stuff from the 80's and 90's. If China somehow got complete control over TSMC to the point they no longer supplied the US, it doesn't take much to sabotage the factories. If not missiles, then using spies, or attacking the systems that run the factories. This seems like a fragile advantage. Advanced chips don't even give you advantages in cyberwar.
Even if this triggered a longer conflict, the US could just buy through other countries that can buy from TSMC. Or just start using consumer off-the-shelf stuff. I'm fairly certain my gaming PC could guide a missile. There's lots of data centers in the US to pull from too.
If we lose all access to buying chips tomorrow, how does that affect our weapons?
> If China somehow got complete control over TSMC to the point they no longer supplied the US, it doesn't take much to sabotage the factories.
I am told that TSMC has a poison pill setup for their fab(s) for the case where the PLA takes Taiwan by force, which makes sense in the same way that a "driver carries less than $20 in cash" window sticker does.
That's the point though? Now firms in China can't get it because of arbitrary sanctions from the US. How about nobody gets it, say bye bye to your supply AMD/Apple.
> The US has had long range missiles and defenses that are effective with stuff from the 80's and 90's
All of our weapons systems have undergone significant modifications and upgrades since then, which make heavy use of modern computing. Missile seekers can take advantage of this increased computing power to better track targets, especially when being jammed. We could probably develop replacements for these that used less high-end chips, but that will take time and would probably still result in worse performance, and there will likely be certain features that would have to be dropped.
> If China somehow got complete control over TSMC to the point they no longer supplied the US, it doesn't take much to sabotage the factories
This is true, but it isn't guaranteed, and the PLA could stockpile a whole bunch of chips pre-war to satisfy their wartime production ordnance needs for a least a little while. While this is viable, it becomes a race to the bottom where neither side has access to advanced chips, and is stuck with whatever the advanced weapons they had stockpiled.
> I'm fairly certain my gaming PC could guide a missile
They need some custom chips, for a couple regions. First is they need to do some digital signal processing stuff that is implemented in hardware. Second is that the chip needs to be rugged: https://en.wikipedia.org/wiki/Military_computers#MIL_standar...
> Advanced chips don't even give you advantages in cyberwar.
> If we lose all access to buying chips tomorrow, how does that affect our weapons?
Communication is a critical component of war. More processing power can enable better cryptoanalysis used in offence, and to a degree, better ciphers used in defense. Advanced chips definitely give advantages in cyberwar.
Alibaba is making huge investment in AI, 5G and IoT chips. They are totally bypassing the Intel<>Arm general purpose CPU battle because that isn't the future. The new fabs in Pingtouge are just the beginning. China has the skill, the money, and the motiviation. There's no reason why they need to be dependent on chips from Intel and Arm licensees. Ever since the mid-1990s the US has tried to use laws to prevent exports and hinder China (P6 export laws anyone?), 5G laws are nothing new.
This will end up with China exceeding US fab capacity and supplying chips to all non US & European countries in 10 years.
I'm not making a value judgement, I'm saying that if a country is going to try to hold you back by limiting your access to technology, you just develop your own.
It's interesting how all the actions the author thinks China will take involves military coercion of Taiwan in some form. When all you know how to use is a hammer, every problem looks like a nail. The idea that China could build an alternative to TSMC instead of trying to take it apparently doesn't compute.
I think the commenter is suggesting that the author's understanding of China's military/retaliatory capability against Taiwan is his "hammer", so his predictions of Chinese actions may be biased accordingly.
Exactly. Taiwan is really useless in regards to CPU manufacturing for China.
Why? Assuming people thinks that China will invade Taiwan just to take over TSMC, then what?
1) TSMC doesn’t build the tools that builds the microchips. In fact, they probably don’t even know how to build it, or even know the optical science to research and develop it. That dubious honor goes to ASML, and some other Japanese companies. But ASML, the euro company is currently in the lead for 5nm. TSMC just knows how to use their machine, and to get better at it. And to be clear, ASML doesn’t know how to manufacture the chips like TSMC can, so both companies need each other, in a symbiotic type of relationship.
2) In the event of war, then the losing side can just bomb TSMC factories. Then everyone is screwed. No more advanced microchips for anyone.
3) If China succeeds in invading Taiwan, then the USA will just force ASML to stop selling their equipment to China, like they already do now. So, China is back at square one. They might have the current technology, but no ability to advance to newer technologies.
The only viable solution for China, is to build their own chip making tools, and fabrication factories. Thus removing ASML and TSMC from the equation completely. Also, they will gain independent Intellectual Property rights and patents to their own indigenous R&D.
The American government is apparently thinking that China doesn’t have the skills to do this.
Can the US actually prevent ASML from selling equipment to China? ASML is not American.
Also, given how obscenely expensive a war would be, couldn't China save money by just hiring the entirety of TSMC's and ASML's technical staff at 10x the market rate for ten years?
Paying a premium to headhunt technical experts is a tried-and-true method of catching up to a front-runner. In fact, both Taiwan and South Korea did this, poaching underpaid Japanese talent.
>Can the US actually prevent ASML from selling equipment to China? ASML is not American.
Yes. ASML is integrated into the dollar-based global financial system, so it will have to respect American financial sanctions. This is the same way that such sanctions against Iran and North Korea work.
ASML can sell if they want, but indeed the US has a lot of ways to make that unattractive. Case in point, the US has recently started pressuring the Dutch Government to prevent sales by ASML to China. I think the current stance is that they (Gov + ASML) are still considering how to proceed.
An interesting aspect though: I think the technological superiority of ASML is a big asset in these discussions. e.g. If the US would follow up on a threat of sanctions against ASML (e.g. banning US companies from working with ASML) it would hit the US semiconductor industry quite hard (particularly Intel), while non-US players (e.g. TSMC) could continue producing with euv.
In effect, they would have to go much further to keep some similarity of a level playing field: e.g banning all products containing chips produced on ASML machines. That would hit a lot more companies, many of them US based too. Creating even more reasons for the US Gov to not to take such drastic steps.
Therefore I expect that it is much more likely they'll use pressure on the EU / NL government systems to force the behaviour they want, compared to economic sanctions vs ASML.
> ASML is integrated into the dollar-based global financial system, so it will have to respect American financial sanctions
I'm no expert, but if a company wants to pay ASML in Euros, I'm pretty sure they can accept euros. The dollar is convenient, not a requirement.
> if a company wants to pay ASML in Euros, I'm pretty sure they can accept euros.
The implication is not about accepting payment. The western banking system can and has blackballed firms that took money from people the US didn't like.
There's no reason to believe Dutch government and US government are on different sides here. No one from the West wants to wake up one day to find they've been assigned a place in China's system.
> I'm no expert, but if a company wants to pay ASML in Euros, I'm pretty sure they can accept euros. The dollar is convenient, not a requirement.
Companies rarely exchange money directly, though. They usually have a bank do it on their behalf, and those banks are subject to the laws of the countries they operate in.
This is why as a European I low key wish that the right wing trend of the US continues (Trump gets another term etc) because the isolationist policies that come from it will be a net benefit to us in the long run. The reduction in US's soft power due to some region's reliance on US money will open up other global players to take their place and break the current chokehold. More competition and options in that vein will be a net benefit overall. I'm not saying it won't be painful in the short term but it'll be worth it. As a moon shot it might even mellow China out a bit if it is further tied to maintaining good relationships with the rest of the world
just hiring the entirety of TSMC's and ASML's technical staff at 10x the market rate for ten years
That's assuming those folks would want to move to China and work there. If strategic tensions are increasing to the point where war is feared and China uses this as an alternative, who would want to move there and risk becoming a hostage?
Not saying the trend will continue, but brain drain isn't a new phenomenon to Taiwan specifically, with a reported one-tenth of Taiwan's semiconductor engineers not just working mainland companies but living there too. Despite risks, the pay, no language barrier, and a purposefully generous immigration policy (full residency rights to all Taiwanese) help.
No, but it's a "legitimate" political instrument in the US toolbox. So far this administration has expended soft-power - diplomatic pressure. Unless Netherlands / ASML concedes forever, Wassennar is probably next before ridiculous hardpower drama like sanctioning ASML from US tech or weaponizing dollar trading against ASML. I suppose with recent TSMC US plants and Brazil 5G subsidy developments, dumping cash to bribe ASML.
US already did I thought? Around Jan 2020 I saw news about US lobbied hard for ASML to stop selling high end units to China. And they complied. China is in a tough place right now with regards to chips.
>They might have the current technology, but no ability to advance to newer technologies.
How much needed are further advancements? Aren't we reaching the limits of shrinkage and clock speed? Computers can be used for years because there are no more huge increases. It may cost some more energy, but the current technology should be good enough for 10 to 15 years until China has its own knowledge.
In 10-15 years AI will probably be doing a lot more stuff... you cannot imagine the impact being 10 years behind the top AI chips then, not can anyone really.
> 1) TSMC doesn’t build the tools that builds the microchips. In fact, they probably don’t even know how to build it, or even know the optical science to research and develop it. That dubious honor goes to ASML, and some other Japanese companies. But ASML, the euro company is currently in the lead for 5nm. TSMC just knows how to use their machine, and to get better at it. And to be clear, ASML doesn’t know how to manufacture the chips like TSMC can, so both companies need each other, in a symbiotic type of relationship.
TSMC has investnents in many tool makers, and has own tooling RnD.
Reverse engineering is just working backwards, until you get to parity. Certainly, this will get you far, but you’ll always be a step behind the leader. But what you really need, is to advance and take the lead.
In order to achieve that, you need the scientific process here to understand the fundamental basics. Then you can build on that and expand.
But, what we know is that the Dutch company, ASML, has a tool that can achieve 5nm.
To China, this means that the engineering is possible. They just have to throw more time, money, and people at it. They don’t even need to follow the same techniques as ASML, they just have to get at the same end result, the 5nm. Solve the basic science, and it will allow you to achieve the engineering. Then, they can expand, and target 3nm, or whatever the next technology is. Carbon nanotubes based CPUs?
Is a TSMC fab such an easy thing to even take? I expect it could be sabotaged easily by the US or Taiwan if there were an imminent threat of it being captured by PRC forces.
I've been told that they have a contingency for this, that much of the design collateral is literally rigged for destruction.
And I'm inclined to believe it: TSMC guaranteeing that PRC would fail to capitalize on their assets if they invaded Taiwan is a primary national security concern for the Republic of China.
It seems believable to me. I've heard some other countries (South Korea, and Switzerland maybe?) have/had bridges rigged to blow up or mountain passes rigged to be blocked by massive concrete structures above them.
North of Sydney, Australia, there is a 1.69km (just over 1 mile) long railway tunnel on the main northern railway line called the Woy Woy Tunnel.
During WW2, a short additional tunnel was dug above the tunnel entrance, to be filled with explosives in order to blow it up. This was so that if Japan invaded, the Japanese military would not be able to use the railway line to help them invade Sydney. The feared Japanese land invasion never came, the explosives were never detonated, but the tunnel dug for the explosives is still there today:
https://en.wikipedia.org/wiki/File:Interior_of_World_War_2_d...https://en.wikipedia.org/wiki/File:Interior_of_World_War_2_d...
Seems quite risky to have anything "rigged" for destruction. What I find way more believable is that Taiwanese military has exact coordinates of the critical parts of the plant for the artillery to hit it immediately when needed. Perhaps even plans how to properly rig it for demolition but I am always highly skeptical of anything being rigged with explosives on a normal basis, seems like such a high risk to take.
I think such a system is not necessarily risky if the detonators are not installed. Installing the detonators at the last minute could be done more rapidly than moving/installing all the requisite explosives.
On the other hand, perhaps there are other ways to destroy a silicon fab than explosives?
We're also rapidly hurtling towards the end of transistor scaling, full stop. When "start of the art" stops being a moving target, how long before everybody has it?
We're still several years from that, but probably not several decades from it.
I'm actually pretty curious to see what happens then, and don't have a great answer. Where I'm at currently is that I imagine anyone who wants a leading edge fab for geopolitical reasons will have one, but not much beyond that except the legacy cases like Samsung and TSMC. It'll still be in the ~$20B to create a fab, and for what at the end of the day? Slightly better (probably single digit) margins for what has essentially become a commodity anyways? Beyond militaries that can foot the massive bill to be assured that they're getting the chips they certified, nearly everyone else will have better options to invest in to differentiate themselves.
For instance a great question is if the EU thinks a fab is worth the effort? Probably not in today's climate, and would most likely be a sign of the end of US geopolitical domination if they do feel the need.
Bryan Cantrill has a great talk on this and the end of scaling https://youtu.be/TM9h89Vo_Qo
It really seems like we are going to see new architecture paradigms emerge and start seeing more powerful compute in smaller places.
Because fabs are so expensive to build and run, yet each individual chip built is so cheap, it's always going to be more economical for a single fab to service lots of customers than to have a fab that only serves the military. The military will probably fund a lot of new fab construction, but they will not be the sole customer.
Sure, I'm not saying that the military would own their own fab, just that (like we see with TSMC opening a fab in Arizona) a properly motivated military would heavily subsidize the creation of fabs where they can be assured physical security more than they possibly could on foreign soil.
No? The argument for decades from non-sensationalist sources has mostly been that there are physical limitations that current methods can't bypass around the 1nm scale, and that getting successively closer to that size requires exponential increases in investment with corresponding decreases in yield. And this is pretty much exactly what's been happening.
I think it's pretty safe to say that they always were in the process of developing their own. They never weren't. All this is going to do is accelerate those plans.
> I'm saying that if a country is going to try to hold you back by limiting your access to technology, you just develop your own.
Yes but this would take a very long time, so from the OP's "strategic" POV it's just not relevant in the short-to-medium term. The supply chain for reasonably "advanced" electronics (the sorts you'll need if you want a usable 4G/5G mobile network, etc.) is extremely complex and any single country would be at a disadvantage if they tried to develop every part of it domestically. Plus China would also have plenty of catch up to reach state-of-the-art tech.
Plus China went all in with this, Im thinking a lot of western countries would now be a lot more vigilent about copyright theft. China has been good at making imitations and improving on them due to their low labor cost and high production capacity. Once left on their own devices they’d inevitably screw up somewhere and being how top down they’re being governed they would be a lot less nimble IMO. But let’s see
There are dozens of fabs in China on line and coming on line.
Sure, fabs are expensive: $5B for 7nm fab, plus what, a billion more for talent? China is throwing trillions at this.
The other claim implicit in this argument is that China isn't smart enough, like there's a monopoly of fab engineers: only the smart ones live in the US and work for Intel and AMD. That is nonsense bordering on racism (chinese are too dumb to compete).
The rest of the supply chain: sort, test, packaging, assembly... is trivial by comparison. And Singapore does almost all of this for Intel due to lax environmental regulations: die are shipped from the US fabs in Oregon, Santa Clara and Arizona to Singapore for the final steps before being shipped back for sale. Guess where all of that post-manufacturing machinery comes from? Yup: China. Even the test equipment.
It's almost like most of the people on this thread don't realize china makes their own CPUs, chipsets, and motherboards that we never even see or hear about unless you go to ISSCC, HotChips, or Embedded World.
Stroll through here looking at wafer size and technology:
We've been outsourcing all kinds of low and high tech manufacturing to China for decades. Is it a surprise that there are two or three generations of people there who learned the ins and outs of advanced technologies, some of who eventually moved from building to designing their own?
We've seen from the past few years of AMD vs Intel that the smart fab engineers don't live in the US and don't work for AMD or Intel. They live in Hsinchu (and have AMD as a customer).
"The other claim implicit in this argument is that China isn't smart enough, like there's a monopoly of fab engineers: only the smart ones live in the US and work for Intel and AMD. That is nonsense bordering on racism (chinese are too dumb to compete)."
China is also make large investments in side stepping Intel and AMD in the form of Zhaoxin's x86 CPUs. At the rate they are progressing, I wouldn't be surprised at all if they at least match Intel and AMD on x86 performance within 10 years.
That's just a dream. Chip design is generally hard. Chip design using the bloated, legacy x86 is doubly hard. Almost all of the resident experts with decades of expertise in all the weirdness and pitfalls of the ISA reside at AMD or Intel.
They are SoC (system on chip). They come loaded with peripherals, like NICs, UARTs, I2C, SPI, ADC, RTC, crypto, DSP, Ai acceleration, etc. The CPU usually takes up a small fraction of the die and isn't the selling point, the integration and IO fabric is just as important.
Completely agree: China is the world largest economy and any attempt at withholding technology from them will just result in them building domestic equivalents faster.
Actually a lot of people in China also agree they should joint the CPU battle since this year.
In China, there was always an ongoing debate on if we should design our own chip for quite a while.
From the economical perspective, there's no point in making our own because it would cost a lot, for the first few years there would be no profit, and the very likely not cheap to produce while not as fast as Intel and Qualcomm.
From a risk management perspective, of course, it's useful if China was sanctioned. Actually, there were several attempts many years ago, and the government invested in those projects. Eventually, people called out those are frauds because they just re-label existing chips from those well-known brands without doing anything. After several times of this kind of scandal, people started to lose trust and faith in this, and the debate died down for quite a while, until now.
While a lot of people in the US are debating if they should bring critical industries back to the US this year, Chinese people brought back the debate about if they should develop their own chip almost as soon as Huawei was listed on the 'entity list'. This time more people seem to agree that they should have their own chips, and many people even think it as a threat to the Chinese nation because it seems to be one throat to choke (China become more or less a nationalist country during the suffering century of humiliation, plus some communist legacy, thus the sense of crisis and the reaction).
It says that Huawei is already starting to build its own chips. My personal guess is the government would strategically invest resources in this field as well because it just seems to be too important.
China still buys jet engines from Russia, they’ve had 35 years to create a fighter jet engine and they still can’t figure it out. Not everyone can solve complex issues.
Russia is about to become a completely, wildly different place. The Putin's regime is on its last legs, and the next leader, would very possibly distance himself from China.
> The United States just did this to China by limiting Huawei’s ability to outsource its in-house chip designs for manufacture by Taiwan Semiconductor Manufacturing Company (TSMC), a Taiwanese chip foundry. If negotiations fail, China may respond and escalate, via one of many agile strategic responses short of war, perhaps succeeding in coercing the foundry to stop making chips for American companies – turning the tables on the United States.
How would the PRC succeed in convincing TSMC to stop producing chips for the US, short of military action? The PRC is Taiwan's primary military adversary, and the US is Taiwan's primary military supplier and ally. IIRC, TSMC even recently agreed to build a foundry on US soil (which is kinda surprising, since that reduces the incentive of the US to defend Taiwan in a military conflict with the PRC).
If China were go to war with Taiwan, US would be involved in a civil war in China de jure if it wants to intervene.
Because US recognize both mainland China and Taiwan as one 'China', without specifying which. The internet would like to tell you that China and Taiwan are totally different country but US policy doesn't recognize that.
And changing that policy one week into the conflict does not look good on the optics.
> Because US recognize both mainland China and Taiwan as one 'China', without specifying which. The internet would like to tell you that China and Taiwan are totally different country but US policy doesn't recognize that.
US policy does de facto recognizes Taiwan. For instance, it has an embassy there, it just doesn't call it one; and it sells Taiwan weapons over PRC objections.
The only reason the US doesn't recognize Taiwan de jure is a Cold War era compromise with PRC diplomatic policy, and the fact that the current ambiguity works reasonably well for all parties right now. IIRC, some US political factions advocate for formally recognizing Taiwan (for example: https://twitter.com/ambjohnbolton/status/1250501579070980099).
> You're absolutely correct, but de facto is not de jure.
I'd say the existence of the de facto recognition is more significant than the lack of de jure recognition. There's no real central authority in international relations, so the official statements and pieces of paper are pretty meaningless without the de facto actions of the countries in question back them up.
> There's nothing easier to do than for China to point to this policy and say America is sending troops to an internal conflict in China.
It's easy for the PRC to say whatever it likes, who else cares is a different matter.
It is an executive communiqué [1]. There is no treaty. "One China" is based on a statement of convenience. It could literally be reversed with a tweet.
What isn't just buttered-up memos are the Taiwan Relations Act [2] and Taiwan Travel Act [3]. Unlike the joint communiqué, these are U.S. law.
Lots of Americans live in Taiwan. Taiwan hosts scores of American-made military assets defending it from Beijing. And high-ranking Americans are almost constantly in Taiwan. If Beijing attacked Taiwan, these would be among the collateral damage.
> say America is sending troops to an internal conflict in China
Everyone says everything when war breaks out. If Beijing blew up a bunch of Taiwanese assets, taking out a handful of Americans in the process, I see no obstacle to strong political support in America to intervene.
> treating Taiwan as a sub-sovereign foreign state equivalent
Also nothing from [2] or [3] guarantees American military intervention. Essentially, [2] and [3] solidified the status of Taiwan as 'not a full sovereign'.
> nothing from [2] or [3] guarantees American military intervention
This was never the goalpost. The original comment contrasted the legal flimsiness of the joint communiqué with the Acts underlying the U.S.-Taiwan relationship.
> solidified the status of Taiwan as 'not a full sovereign'
Not really. The Acts give deference to the executive branch.
Usually, the U.S. can't sell fighter jets to non-sovereign customers. The Acts created exceptions for Taiwan, so the President could continue paying lip service to Beijing while treating Taiwan like a sovereign nation.
After the pathetic avoidance of their obligations to Ukraine under the Budapest declaration, the USA and its allies wont do anything but more economic sanctions.
Interfering in internal conflicts is a time-honored tradition in international relations, though. Remember when the U.S. went into Korea? Vietnam? Remember France helping the American colonies win their revolution against England? Both the U.S. and USSR spent time in Afghanistan. Etc.
I'm not saying these examples were right or just, I'm just saying I think a statement like that from China would have zero impact on the U.S. defending Taiwan.
The US would never invade China, it would attempt to stand off and bomb China to degrade their military capabilities and economy (manufacturing in particular), along with fighting a naval war to try to determine naval supremacy around Asia. There would be some island battles between the two, to deny/seize territory. The conflict would be near-China and would involve China trying to deny the US the ability to operate effectively close to their territory. Right now the US can project across much of Asia, China can't project across the Pacific (or very far from their borders), so the conflict would largely happen in and around Asia. It would be a question of naval battles around Asia (and some limited conflict in the Pacific), denying the US Air Force the ability to bomb China, intermediate and medium range missiles (ship killers etc), and air defenses. The way things would go with North Korea, South Korea and Japan, would be of particular interest; as well as NATO; North Korea would go to war with South Korea if any serious conflict breaks out between the US and China. Russia would supply and intel-assist China as requested but not get involved directly. There is almost no scenario where Germany (and probably France as well) would join on to fighting a war against China over Taiwan; many NATO countries would refuse to get involved, which would end the NATO alliance. And if China decided to bomb eg Tokyo, they could obviously cause enormous destruction very easily, which presents Japan with a very difficult choice. There is a good reason nobody wants to see any of this happen.
If China were losing badly enough, they'd throw the nuclear card on the table. It presents a difficult scenario overall, as China can always draw a stalemate by using that whenever convenient: stop or I'll use nukes; it's the ultimate homefield advantage. If you're winning away from your home turf, and you're under threat of being nuked, your population will never support pressing forward (it would never be worth it, gain a bit of foreign land temporarily and lose your cities).
> "One China" is also ROC ('Taiwan') policy, not just PRC's.
Maybe not so much. The PRC threatens automatic military action if Taiwan repudiates that policy, as it sees it as a move for formal independence. So Taiwan has been forced to pay lip service to that policy whether it truly believes in it or not:
It should be noted that the US decided to stop recognising Taiwan (as ROC) when they rightly concluded that the PRC could not longer be ignored and they recognised it as the government of China.
That's the 'beauty' of geopolitics: Do anything then switch and do the opposite as long as it suits your interests.
Policy optics are secondary here. Even were the US to attempt some military intervention, which I think quite unlikely, it would not be a war we could win.
Please read the rest of the article. It discusses how China could force TSMC to stop producing chips. It even covers the US foundry, and why it won't make a difference.
Those are not really 'options' because they have existential consequences.
'Missiles'? Really? Anyone can theoretically use 'missiles' to knock out the production capacity of some competitor's fabs.
It would be fatal to China's ambitions in everything because the world's reaction would be quite strong.
China has a lot of people upset around the world, but a lot of voices are muted because of perceived repercussions, but something 'over the top' would encourage all of those voices to come out at once.
Even Russia would have to 'think again' about their relationship.
> 'Missiles'? Really? Anyone can theoretically use 'missiles' to knock out the production capacity of some competitor's fabs.
Yeah but PRC would totally do it. They already gave the go-ahead to their allies to attack U.S. partners with missiles, a first-party strike is really not hard to imagine.
You make a point but what I think the author is alluding to the fact that the US and allies have countered Chinese military actions (building bases in international territory) with words. If that track record holds, we may also use words to counter a missile strike on a TSMC fab.
If China attacks Taiwan it would lead to a war. If the USA backs down they are done as a power, the dollar would crash and the US debt would become unsubstantiated. Given that the war would escalate and China has an advantage of being close, the effort the USA would have to put in would cause a great deal of casualties, which would piss off then public in a Japan Pearl Harbor way so we could never back down. The logical course of action given the difference in ICBMs would be for the the USA just to nuke China after they fire the first missile. That’s the real world math. It’s highly likely the USA could destroy China without a great deal of damage. The Russians would sit it out hoping to become stronger after. Not making a moral judgement, just a military & economic one.
Feel free to disagree. I expect a storm of downvotes. Oh well.
Do you honestly think the USA would be willing to suffer even one city nuked for any reason at all, let alone to protect some small island in Asia most americans couldn't even find on a map? In my estimation there is absolutely no way they would; the question is laughable. China has over 50 ICBMs. The USA is not going to get into a nuclear exchange for Taiwan.
And it's pretty questionable whether the USA could even do much to stop a Chinese invasion of Taiwan. They could perhaps harass it a little, at great distance to avoid the otherwise inevitable loss of their carriers, but the success or failure of any invasion would largely depend on Taiwan's military and political/national will.
Is is possible the USA could wipe out the 50 ICBMs before they are launched. It would take around 15-20 minutes for an ICBM from the USA to reach China. A sub off the coast would take that down to less than 5 minutes. If the President gave the order to launch from the subs as soon as the first Chinese missiles hit Taiwan it would be seen as an acceptable risk. The real politic of this has nothing to do with Taiwan per se, but everything to do with the fact that everything is priced in dollars. Allowing China to invade Taiwan without doing anything places the dollar as the world currency in jeopardy. The ability of the USA to borrow money to fund its government and economy is key. Loosing that would pull everything down. So yes, I do believe the US would trade a city or 2 in order to ensure its place at the top of the world order.
Lol, no it is not possible. That is not how any of this works. You see to think the location of China's nuclear arsenal is on Google Maps or something. It is not.
In addition to its estimated 10-15 road-mobile DF-31 ICBMs, China has 6 active submarines with 12 missiles each. Even assuming a 50% reliability rate that's 30 cities. The USA would be utterly devastated.
Russia might then decide to simply finish the job.
Your ideas are just so ridiculous I don't need to argue further.
15 mobile launchers which the US spends a ton of satellite time tracking anything that looks like one. There are 1152 warheads just on the current US SSBN. They would target anything that even looks like a launcher. Assuming half are on Atlantic patrol, that is still 576 warheads. 15 real targets and 561 guesses. The odds are pretty good.
As to the subs the latest China sub is the type 094 which cannot reach the continental US with their current load of JL-2 (7200km) in their current patrol zone. Also they are pretty noise and easily tracked. JL-3 (9000KM) are not in wide service.
The US has a further 10600 or so warheads on ICBM. China’s total count is around 400.
The logical game theory response is for the US to go full nuclear day 0. That is what every general and every theorist in the pentagon will advise the president. I am not saying it’s a good idea, but the logic is sound if you except the fact that the US would be unwilling to allow the dollars position to be challenged.
The leadership of China is pretty damn smart and they know this. I applauded them in playing the long game, something which the last few American governments have forgotten how to do. Our inability to think long term will bring us down, not China.
There is no way, full stop, that the USA can track random trucks in China. Even if they could, of course they have nuke-hardened storage - we call them "mountains". And that's 15 we know about, who knows how many more there really are. My understanding is that the PLAN subs absolutely could strike the US. And it goes without saying that US forces in SK, Okinawa and Guam would be utterly obliterated.
But all of this is ridiculous. Yes of course the USA has more warheads. They could indeed cause catastrophic destruction in China. No-one said they couldn't. The point is that China can and would counter-strike, with devastating results. This is the whole point of nuclear deterrence. No-one believes they couldn't, except apparently you with your completely unrealistic fantasies about the USA's godlike superiority. The USA as you know it would be gone.
And you somehow believe the USA would trigger this frigging holocaust to protect its image, or the US Dollar? What Dollar? The Fed's a smoking crater. Just delusional.
Mountains and fixed silos do not protect much given the current CEP and over pressure capability of the US Mk5 Trident 2 SLBM that can reach China’s fixed ICBM in 10 minutes.
Here is a very detailed story on warhead guidance and accuracy and how harden targets are destroyed. It is quite interesting.
Every fixed ICBM location in the world is known to all the major powers. You can find a pretty good list on fas.org. It will including things like year built, what was the state of the art at that time, yield needed to destroy, etc. Also there are tons of research papers on first strike imbalance and launch reaction time done by well respected scientist and think tanks available on the internet. Reaction time is more important because most silos today cannot survive an accurate strike so you have to launch before the misses hit. If they could then why build mobile launchers？
It’s not tracking a truck, it is tracking a very large thing that is easy to follow that has to exit a know location for servicing over its life time. The NRO has 60+ years of experience tracking way more items then the 30 DF31/31A mobile launchers that China has. The USSR had 1000s for them to practice on.
This has zero to do with god like powers or some unreasonably belief in US superiority and everything to do with math and technology. The logic is very simple, a protracted conventional war with China makes no sense as it will end up as a nuclear war, so if a war starts a massive first strike day 0 is the most logical path. And yes, I do believe the US would do so to protect its place in the power structure of the world and I am a rational person who would love to see all nuclear weapons eliminated along with the need of any or us to maintain large militaries.
The planners do not think in emotion. They do the math and odds and there is a calculation that says an overwhelming first strike has acceptable risk and Guam, et.al. that the smaller weapons could hit are an okay trade off for not allowing a hit on the continental US along with complete destruction of Chinese forces. There are 1000s of people in the US Defense Department who’s only job is to calculate all of the possible scenarios, including this one and wrap it all up in a nice summary of casualties (explosion + long term fallout given winds, etc.) and probabilities of success and they do so without the emotional reaction that you have. It’s quite scary if you really think about it.
How long can China last without orders? Or oil? Or minerals from Australia?
If the Chinese political situation broke down to the point that they were bombing fabs in Taiwan, there will be plenty of ways to destabilize their efforts.
The factories are in China, but they're making parts for American or multinational companies. And the CMs themselves may or may not be Chinese. Foxconn is Taiwanese, Flextronics is legally Singaporean but headquartered in the US. Those two alone might be close to a million jobs in China. How can Chinese manufacturing and the Chinese economy function without customers?
> Please read the rest of the article. It discusses how China could force TSMC to stop producing chips. It even covers the US foundry, and why it won't make a difference.
But all of realistic options listed entail the fatal political defeat of Taiwan, mostly through military action. Existential political threats usually end up as military conflicts, one way or another.
The only option that doesn't involve military action is the disinformation campaign, but that's pretty far fetched.
My point is: the Chinese government has been trying to tell people that they don't need to work in the city. They could work in a rural farm and lead a simple life, albeit earning close to nothing.
The Foxconn employees are not doing anything really productive for China.
They’re in low value jobs that keeps themselves busy, but doesn’t bring in much profit for China, except for Foxconn and Apple.
Apple benefits from cheap Chinese labor, while selling their iWares at inflated prices.
What China can do instead, is to retarget these factory workers to work in software development, or AI grunt work.
Currently, AI requires a lot of manual human data labeling, in order to identify objects.
China can utilize this already cheap and organized factory labor, to build up an object inference database. That way, the AI systems of today, can cross reference against this inference database, to identify the object.
This inference database literally becomes, the new oil of the AI age.
And through a lot of sweat equity, China can possibly dominate this key area for the AI future.
Maybe this is why 5G is so important? The lower latency of 5G would usher in the AI age.
The western world is so focused on Foxconn, and its “supposed benefits” to China. But the benefits are meager. The biggest beneficiary is Apple itself.
China should let Foxconn and other low value industries go, in order to free themselves to work on higher value pursuits.
It doesn’t matter if you think they’re doing something productive for China Apple or anyone else, and the idea that they could suddenly repurpose them to do “AI” is incredibly far fetched. My point is hundreds of thousands if not millions of workers would be suddenly unemployed in such a trade war which would be an economic catastrophe, there’d be unavoidable civil unrest.
This is true. The key is to retarget these factory employees to do something else before that happens.
The other side of the coin is what will happen to Apple and the American economic system?
They will have to pick up and relocate to other third world countries, for their cheap labor. Vietnam, India, Mexico? Sure. But a lot of other mid level goods come from China.
If the supply chain is stopped, then everyone is impacted. The whole thing stops.
Apple’s stock price will crater. Supposedly. But the Fed is so busy juicing the market, and Apple can just repurchase their shares, that they can financially engineer themselves out of this stock meltdown scenario.
I'm pretty sure China has soul too, actually multiple ones.
But it's not about soul, it's about money; that's what shareholders care about. There's also the question of security - cooperating with China could lower the risk of being invaded, simply because there would be nothing to gain by doing so. (Although one of the comments below explains pretty well why invading Taiwan would be pointless anyway.)
Huge gap in this article is ASML. The guys that make the machines that make the chips that are designed by intel and the like. They have about 80% market share. They could supply/deploy those Machines anywhere in the world.
Yep, and the US gov is pressuring the Dutch gov to not export any of the next level chip manufacturing machines to China, so this chip war has already hit ASML pretty hard
One very important piece that doesn't get enough time in the article is China's in country fab, SMIC.
They've got 14nm in risk production, and are making good progress on something equivalent to 10nm TSMC (that they're calling 7nm, but feature sizes are made up anyway). And perhaps most importantly China is making good progress on in country EUV litho steppers to cut ASML out of the picture too.
Tangential to this discussion, what was AMD's original reasoning for getting rid of its own fabs and spinning them out into Global Foundries? It seems these days that fabs are so strategic. Did they realize they can't compete in that space? Thanks!
Maintaining fabs is expensive. AMD got to push debt onto Globalfoundries with the deal, and Globalfoundries could focus on other opportunities, not just AMD. Globalfoundries has since fallen behind in process node, with TSMC and Intel leading the way. Given the struggles Intel has had, it is hard to say that AMD would have been in a better position to get to 10nm or 7nm had they kept their fab facilities.
IIRC sharing the fab capacity with other companies - with NVIDIA, Apple, Samsung and many others there is a lot more money in the pot. Compare with Intel strugling on their latest fab process, which they traditionally did not share with anyone else.
Interesting that the article chides the US military for not preventing China from militarising their own neighbourhood (South China Sea). However there’s nothing wrong apparently with the US militarising the Caribbean, or the South China Sea for that matter.
The same could be said for access to manufacturing for Huawei vs US companies.
China is claiming vast regions which are currently regarded as 'international waters', or worse 'sovereign waters of other nations' as it's own, sovereign territory.
The US is not declaring the Bahamas to be 'US Territory', for example.
Not only that, the US Navy ensures that everyone - including China, Russia, Iran etc. can have 'safe passage' in international waters, and especially Panama Canal, Suez, Gulf etc. - which is quite literally the opposite of China's intentions in the S. China sea.
Simultaneously, they are trying to squeeze as much land as possible from their neighbors. Recently, Chinese soldiers killed 20 Indian soldiers who foiled their land-grabbing attempt.
To be fair, this was a quibble among unarmed soldiers, literally fist-fighting on a bridge, in the middle of the night. I'm not sure if it counts for anything, and I don't think that on the whole, India's sovereignty is threatened.
The issue will be in areas wherein China can claim supremacy without much resistance, for example, off the coast of weaker neighbours in the region.
It's a pretty bold ploy - at the same time, I actually believe that the 'chip wars' will be more important!
Which leads me to believe this was probably just a breakdown in discipline, on both sides, and not something to read too deeply into. If it was some kind of intentional action, why wouldn't shots have been fired?
> The absence of firearms in the clash dates back to a 1996 agreement between the two sides that guns and explosives be prohibited along the disputed stretch of the border, to deter escalation.
The US Navy does not enforce sanctions against economic competitors. It may be involved in enforcing sanctions against military threats, like North Korea and Iran, but even then, not really.
The US Navy defends the interests of the US largely by defending allies and promoting rules-based order. This is constantly the norm, day in day out, around the world. You see it in Panama Canal, Suez, especially the Gulf.
These moral equivalence arguments vis-a-vis China are not working.
The US has bases in Korea, Japan etc. by invitation of those nations and it not 'control' any of the waters or territories there.
Sovereign territories are controlled by sovereigns, and international waters are international - anyone can use them.
The US doesn't even have a large enough fleet to project force or truly patrol over there, though it does so tacitly (i.e. where there is a problem, there is focus).
"wanting to have an open sea route that they control isn't really that outrageous as far as how great powers act."
China is declaring vast areas as de-facto sovereign territory, which is far beyond 'control' it's literally 'ownership'.
All international 'sea routes' are effectively open, thanks in large part to the US Navy (and others of course).
China is absolutely free to help patrol waters and to ensure international laws are respected - in fact - if that were the behavior of China, everyone would be relieved - but that is not what is happening at all.
You can draw up as many technicalities as you'd like, but those technicalities are tools to serve power. They're tossed the second they aren't useful, by whichever country that can afford it.
It would be monumentally stupid for the Chinese to just assume that we'll faithfully honor "international waters neutrality" forever, especially at the moment when they're eclipsing us economically.
The difference between having a strategic relationship with the US, versus one with China, is literally embodied in the difference between North and south Korea.
The US defeated a pariah nation, Japan, and helped build it into a highly advanced, free nation, with whom the US enjoys a very positive strategic relationship. And FYI Japanese could ask the US to leave at any time, but that won't happen because of course Japan absolutely wants to maintain their partnership.
North Korea is the ugliest, totalitarian 'prison state' in the worst in the world, maybe one of the worst the world has ever seen. That's 'Team China'.
"It would be monumentally stupid for the Chinese to just assume that we'll faithfully honour "international waters neutrality" forever, especially at the moment when they're eclipsing us economically."
Not only is this wrong, it also does not justify their actions.
First - so long as there is no 'hot war' the Chinese will be able to ship their goods and navigate waters as they please. It won't matter if they have a 'bigger economy' than the US.
Second - none of this justifies grabbing territory. As I mentioned, if China were to use its navy to actively support open navigation of international waters, then the world would welcome that. We'd all be working with on the issue. But that is not the case: China has Imperial ambitions, and if it means putting a few more million Muslims in concentration camps, then so be it.
It's really sad to see these constant duplicitous China arguments. That it's not perfectly black and white does not make it entirely murky either - China is a pariah state.
> The US has bases in Korea, Japan etc. by invitation of those nations and it not 'control' any of the waters or territories there.
This is outright revisionism. When US bases were established in Japan, German and Korea, the countries were effectively client states of the United States.
It's almost as if our beloved corporations dismantled our labor movements and sold us all out for short sighted profits.
I hope you enjoy your billions when the bottom drops out of the United States economy, Bezos. Keep up those stock buybacks, Intel! You are REALLY contributing the the American project with all of that wealth you are hoarding!
Well, world war yes, but we just saw Russia annex a part of a different country by force. So China could say: Taiwan is Chinese, we belong together. And would the rest of the world not say: Well, we can't start a world war, because it's an extinction level event, so let's just condemn China in a very strongly worded letter?
It was so forceful, that it was effectively bloodless and an overwhelming portion of the "annexed" populace has actively supported it.
Meanwhile situation in Taiwan is drastically different. Pro-mainland faction is really weak and can not be used to provide sufficient support for quiet absorption. And since Taiwan has deep military connections with USA for many decades, any military intervention will inevitably escalate into a major military conflict.
The only scenario in which something like that can happen is civil-war-level turmoil in USA. Probability of which, worryingly, is noticeably bigger than zero.
By it I mean that only total 6 people have died from both sides, of which only 2 can be attributed to direct actions of Russian armed forces (well, if you trust Ukrainian version of events, which should be taken with a lot of salt, same as with the Russian one). Now compare it with number of deaths in Kiev, Odessa or Donbas. (note that majority of deaths in the latter case are Ukrainian citizens killed directly by Ukrainian army, so much for "war with Russia")
>For the "actively supported", where are you getting that information?
Directly from Crimeans. I have visited Crimea last year as a tourist and talked with them personally (in Massandra and Alushta, btw the wine is really great, recommend trying it). Try watching 2014 videos, for example this one is before Russian forces have became active:
If you don't trust my anecdotal experience, then how about "The Crimea conundrum: legitimacy and public opinion after annexation" published in the Eurasian Geography and Economics journal? Or how about "To Russia With Love" article published in Foreign Affairs? They both confirm strong local support in favor of the transfer.
>My impression (from friends in Kiev) is that it's universally condemned.
I hope you understand that your friend quite probably is really biased regarding this issue, right? Always try looking outside of the media narrative (one may call it soft propaganda), usually world issues are far more complex than the version painted by media.
Wat? We are discussing the "annexation of Crimea", not the larger context. I just provided examples for comparison to show that the "annexation" itself is indeed can be called "effectively bloodless".
Sure, in this particular case my point of view is closer to the Russian narrative, than to the Western one. And some may call it a bias. This is why I've tried to provide sources supporting my position, which are independent from the Russian state.
"Effectively bloodless" and "actively supported" are missing the "as reported in Russian media" and "by the people left". The UN reports something like 13,000 people died and between the UNHCR and the IDMC says there's something like 1.5-2 million people internally displaced by the Crimean annexation. That's in a region with a 2014 population of around 2.3m.
Are you serious? Crimean population difference between 2001 and 2014 censuses is less than 5%. And considering that population was slowly dwindling since 90s, number of people who left from Crimea to Ukraine is even less than that. Can you provide any sources claiming that more than 6 people have died in Crimea during 2014 events?
I think you are trying to confuse others with numbers describing the Donbas conflict, not the "annexation" as implied in your message. A really low effort fallacy I must say.
I think you're being downvoted for tone, but skimming wikipedia ... to my surprise it looks like you're right. 3 soldiers died (1 on the Russian side, 2 on the pro-Ukraine side) and 3 civilians were killed (2 pro-Russian, 1 pro-Ukrainian).
Correct me if I am wrong but OP was referring to actively supported by more than half of the population in Crimea (pro-russian) but widely condemned outside. I remember reading the same when the war broke out and was used by Russian as justification to invade.
Whereas in Taiwan, recent survey shows only 4% identified as Chinese and 90% are willing to defend Taiwan if "China uses force against Taiwan for unification"
>I remember reading the same when the war broke out and was used by Russian as justification to invade.
Small nitpick: has US invaded Syria in your opinion?
Yes, Russia obviously supports Donbas republics, but most of those republics military consists of Ukrainian citizens. In a way it's similar to how US supports Kurds and "moderate opposition". Such situation is really common for civil wars, but I don't think "invasion" is a correct word to use here.
Crimean population is overwhelmingly Russian so that played a massive role ("These aren't invaders, these are our people" sort of take). I wonder if Taiwanese population identifies as strongly with China as Crimeans do with Russia
"Russian" is not only an ethnicity, but also a language (which is a proxy to culture and society values). According to the same Ukrainian census for 77% of Crimeans Russian was a native language. Rejection of forceful ukrainazization was one of the major driving forces behind protests in Crimea and Donbas.
I am more than certain that if Russian language was a second official language in Ukraine and rights of minorities were properly respected, then Crimea would have been still part of Ukraine and war in Donbas wouldn't have happened.
Plus note, that a significant number of people in Crimea (and in Ukraine) are of mixed blood, so they can easily change their ethnicity based on the current political situation.
I think protests and exodus were result of TV propaganda, amount of disinformation was tremendeus, though Crimeans probably got better life within richer Russia.
Funny you mention this law, IIRC exactly its revoking has triggered the Crimean protests, which have opened a window of opportunity for Russia. And the new power in Kiev was actively hostile to Russia, so there was no hope for a better law. In a sense it was the last straw for Crimeans.
And even before that, Ukraine is a country in which 30% consider Russian a native language (according to the official census, so I consider it a lower bound) and more than 80% prefer to use it in daily live (the numbers should be lower now for obvious reasons, but the point still stands). It's simply ridiculous to not have Russian as an official language in such conditions. For comparison in Canada only 20% know French and still it's a full-fledged official language.
It's exactly the same day when active protests in Crimea and Donbas have started. Yes, technically the law was still active, but it was just a delay due to the powerful backlash and people understood well intention of those who came into power.
>Sounds reasonable to me.
Wow... I guess let's agree to disagree here. Because for me a situation in which 80% people speak a language in daily life, but it's not an official one, looks more suitable for an occupation, than for a normal state. Can you name any other world country with a similar situation? (IIRC only Baltic states come somewhat close)
And let's be honest, "regional language status" was just breadcrumbs. Russian was systematically discriminated as a matter of state policy starting from TV and ending with schools, with situation only worsening over time.
>Window of opportunity was caused by messed up government in Ukraine, which couldn't produce any resistance against Russia's military invasion.
Don't forget about heavily demoralized military (and the protests have played a major part here), which didn't believe in the new government, and most of which accepted Russian terms and got integrated into its military. Also some say that the new government has intentionally allowed the situation around Crimea and Donbas to degrade, so a lot of pro-Russian electorate would be cut off from elections. But I guess gross incompetence is usually a better explanation.
> Yes, technically the law was still active, but it was just a delay due to the powerful backlash and people understood well intention of those who came into power.
Pure speculation.
> in which 80% people speak a language in daily life,
Citation needed.
> Don't forget about heavily demoralized military (and the protests have played a major part here), which didn't believe in the new government, and most of which accepted Russian terms and got integrated into its military.
Revoking of what? Russian language is protected by Constitution of Ukraine, as language of minority. Did you read what you posted?
> looks more suitable for an occupation, than for a normal state.
You are right, Crimea was occupied by Russian Empire and USSR. Natives (Tatars, Goths, Greeks, Italians, Turks, Ukrainians) are exhaled or exterminated.
> Don't forget about heavily demoralized military (and the protests have played a major part here)
Russian propaganda, in Russian language, played major role. Russian Federation planned to attack Ukraine since 2008, preparing for occupation of Crimea and creation of "Newrussia". As former officer of intelligence, I knew about planned protests controlled by RF (AKA "Шатун") in 2012.
I doubt ethnicity was the driving factor behind it, as much as growing NATO influence over Ukraine, in the years leading up to the conflict.
Russia does not want to lose its warm-water ports, or to be bordered by hostile countries. If Mexico made serious noises about joining an alliance with China, we'd see regime change before the week were out.
Yes, the main reason why it has happened is the strategic value of Crimea (Donbas was not so lucky in this regard...), but the overwhelming local support (which originated from factors like ethnicity, culture, language, poor Ukrainian rule, etc.) made everything much easier and cheaper for Russia. I highly doubt that with a hypothetical level of support 50% or lower Russia would have risked to take such action.
> And would the rest of the world not say: Well, we can't start a world war, because it's an extinction level event, so let's just condemn China in a very strongly worded letter?
There are repercussions within the spectrum between hand wringing and nuclear war. Severe economic sanctions come to mind.
And from a realist perspective, the rest of the world is more likely to care about Taiwan than Crimea.
Wars have a way of getting out of hand. A nation may go to war over a fairly realistic goal, only to find itself mired in a conflict it cannot exit that is being escalated by forces beyond its control.
Because they refuse to believe that it is an extinction level event (“project fear”); or they think the threat of damage will force their opponent to surrender (“they need us more than we need them”).
It would hardly be the first time that a government failed to understand the situation they found themselves in.
The only way how a WW3 could become an exinction level would be full Warsaw Pact - NATO war during the peak of the cold war; and even then it would be expected to be a horrible disaster, but not really an extinction level (e.g. killing 80% of population is a catastrophe, but far from extinction).
But now both USA and Russia have far less nukes (and with smaller yields) so now the effect of a full USA-Russia nuclear exchange would be much smaller - but we are not even talking about that; we're talking about China, which has something like 250 warheads (contrast to ~45000 warheads that USSR used to have, it's more than a hundredfold difference) - it's a sizeable deterrent, but it's not mutually assured destruction. MAD was the doctrine between USA and USSR or Russia; MAD does not apply for any other nuclear powers - China, France, UK, India, etc. A nuclear exchange with them is "only" mass murder, but nowhere close to an extinction level event.
Maybe I've watched Dr. Strangelove too many times, but everyone knows that flinging all of your nukes at someone kills you too (the "Doomsday Device"), so what I'd expect to see in WWIII is two things: 1) the clash of a ton of new technologies where we have really no idea what beats what, and 2) strategic, low-yield nukes used against blue-water navies and ports.
The next globe-spanning total war in the style of World War II will be, yes. But that's not the only kind of war.
There's proxy wars like we saw in Korea and Vietnam during the Cold War. There's cyber attacks and other acts of sabotage carefully cloaked in plausible deniability (for example the 1982 Siberian pipeline explosion, Stuxnet, the attacks on Sony attributed to North Korea). There's limited wars where there's actual open fighting, but neither side is prepared to escalate further (think of the Falklands War, the War of Attrition between Israel and Egypt, or any number of peacekeeping actions by the UN or NATO).
Total war between major powers has gone away, but war is here to stay.
This is maybe a dumb question, but how much would it cost for a e.g. NATO-country led initiative to create a foundry like TSMC in X years. Surely this can't be harder than building the LHC, and the diversity would clearly reduce conflicts.
TSMC's Fab15 300mm wafer fab cost about $2 billion more than the LHC. Not that money == difficulty, but still. It's not a completely trivial amount of money.
You can't really compare a cost which returns zero profit versus one that turns a profit.
There is nearly an unlimited supply of money for projects that are guaranteed to return a profit - especially today with the bond market desperately searching for yields.
...so the moment asian chip factories become untenable - we will have fabe here in the US overnight. As an example, Israel built its own Intel fabs in under 3 years.
> There is nearly an unlimited supply of money for projects that are guaranteed to return a profit - especially today with the bond market desperately searching for yields.
There is nearly an unlimited supply of money for projects that are guaranteed to have positive cash flow - especially today with the bond market desperately searching for yields.
Plenty of companies are loaded up with debt with negative eps with positive cashflow.
I believe this distorts the gymnastics of "You can't really compare a cost which returns zero profit versus one that turns a profit" when many companies haven't turned a net profit since their existence.
Once China masters all the chip capabilities, the competition will be over, the era of USA will fade out quickly in history.
China is working its ass off while we're looting on the street because BLM, or we're fighting for LGBTQ to make sure it is something you should take PRIDE in.
If you're silent these days then you're as aweful as Trump. Nowadays fair treatment for all is the same as discrimination. If you're a conservative you're more than evil.
USA is hijacked by the left and socialism and is on its way to hell, with China is catching up, our days are numbered.
> China is working its ass off while we're looting on the street because BLM, or we're fighting for LGBTQ
This is not popular, but thats how I feel. As soon as we work out our social problems, we will realize the world as completely past us by. I'd rather focus on improving our standard of living.
> China is working its ass off while we're looting on the street because BLM, or we're fighting for LGBTQ to make sure it is something you should take PRIDE in.
Yeah, the march of orderly progress in China isn't ever obstructed by internal social problems. (And if you disagree, you will be reeducated if you aren't first crushed under the tank treads of orderly progress.)
But it's interesting how the defenders of the American Right are so ready to lavish irrational praise on (even nominally “Communist”) authoritarian regimes, including those they paint (often accurately) as dangerous competitors abroad, just like their Dear Leader is.
> USA is hijacked by the left and socialism
Much as I'd like that to be the case, at least if it was democratic socialism, it is really just that it was taken over by the far right, but the way they've been running the show has managed to alienate much of even the solid-but-not-far-right, leaving the far-right isolated without it's less extreme erstwhile allies; calling everyone who doesn't support them “left” and “socialist” is reflexive, but not accurate.
> USA is hijacked by the left and socialism and is on its way to hell, with China is catching up, our days are numbered.
Lmaoooooo. Socialism isn't even remotely a thing in america as decades after the cold war, propaganda of the red scare is effective amongst large swaths of the population. Then again you probably think socialism is the the government does stuff.
But ha you're right, Americans should just suck it up, and accept extrajudicial educations and power abuses because american exceptionalism means we always need to be #1.
How does one get in the situation? Kennedy suggested working towards a world where it wouldn't matter who had the largest economy, all countries could compete peacefully, etc. but at least one person in 1963 didn't think that a worthwhile project.
This neglects one critical piece of the foundry business. The equipment for EUV lithography and prior generations comes from ASML in Europe and another company I cant remember. If eastern fabs are damaged in a conflict they will be blocked from rebuilding. That is, until China manages to copy that stuff which is something they are likely already trying to do.
If you imagine this as a board game along the lines of Risk, you’d have to much prefer being in China’s position. They have so many options and can also just bide their time.
It is pretty obvious that we will not be able to maintain leadership with arbitrary hardware process technology advantages for much longer.
The next generation of strategic advantage is in the software that runs on this hardware. We really need to start thinking harder about how we protect highly-complex and strategically-important software IP from theft, because theft of software is pretty much immediate and absolute. I have personally started to pull some of my experimental projects I would otherwise keep public into private repositories because of these sorts of concerns. I do not want to enable the CCP in any way whatsoever.
Hypothetically, if your 7nm chip supply was constrained because of war, but you were able to optimize the software that runs on that hardware by 15-30%, you could theoretically run it on a 14-22nm chip with a similar performance envelope. The larger process tech is easier to manufacture and you will more likely have domestic facilities which can accommodate. Anything that does not require EUV is instantly 100x easier to produce. Additionally, the more advanced process tech is arguably less advantageous in a military setting, as these chips are highly vulnerable to electromagnetic warfare relative to older process technology.
99% of the software in the US is currently available to the CCP if they care enough. Pretty much all private companies could have their IP exposed by a nation-state level actor at this point.
It's typical for read-only source-code access to be available to everyone inside the corporate network, so if any device used by anyone with such access is compromised (or if the person is themselves compromised), so is the source-code.
Europe and NA lead the world in solid state physics, and this is where real computing power for the future comes from. Europe and North America should continue to invest heavily in basic research and create incentives for science that can be applied to computing.
I agree. ...but in a crunch, during a global political crisis, you don't just setup a chip fab overnight. It'll take 3 years, minimum to get the first batch out.
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[ 2.9 ms ] story [ 267 ms ] thread20th century: https://micro.magnet.fsu.edu/creatures/pages/russians.html (my russian is atrocious, but it's good enough to know the story given has obviously been elaborated in the telling before it hit this web page)
21st century: https://www.brookings.edu/wp-content/uploads/2020/04/FP_2020...
(much of Blank's "secret history" of SV is an outline that chips have been strategic since before they existed https://steveblank.com/secret-history/ )
edit: latrare brings up another very important point. The patents surrounding the processes to refine RE materials. Take a look at who owns most of them...
Now, the irony is that if American companies want to start rare earth refining, then they must pay China for the use of those refinement patents.
Oh the irony.
Unless some American senator want to invalidate all of China’s patents on grounds of National Security. Oh the hypocrisy.
Report: https://fas.org/sgp/crs/natsec/R41744.pdf
In fact the Huawei chip regulation was attractive precisely because it doesn't impact much in the way of actual products right now. The overwhelming bulk of Huawei's revenue is derived from simple manufactured products using semiconductors from non-PRC sources. Their domestic chip design was a fledgling industry still.
Their reaction here has been paired with new movement in the South China Sea, changed messaging through proxy Government (Oli in Nepal and Pakistan at large) and claims over new land that has never been claimed by them before.
Xi is using the fallout from Corona as a way to impose China on countries that are distracted by the pandemic as of this time.
> If this was an actual calculated move to take significant amounts of territory the big guns would be firing by now.
That isn't how China works. They are well know for their salami slicing (https://foreignpolicy.com/2012/08/03/salami-slicing-in-the-s...) approach to expansionism. Their current actions are perfectly in line with previous attempts at expanding borders and signaling intent for armed invasion.
https://www.bbc.com/news/world-asia-india-53089037
'Russia and China target US protests on social media
Both countries have flooded Twitter with hashtags and other content experts say is aimed at sowing dissent across the country.'
https://www.politico.eu/article/russia-china-us-protests-soc...
https://www.bloomberg.com/news/articles/2020-06-17/tiktok-lo...
And this is just an overt action.
https://www.reddit.com/r/IndiaSpeaks/comments/gkte2w/tiktok_...
So, if there's one good thing that comes out of this, and I'm sure there will be many, it has to be that manufacturing returns to all advanced countries. No longer should we outsource nearly all of our manufacturing to various parts of Asia. Nothing against Asia, but we've known for a long time that it is high risk to put all of your "eggs", of any kind, in one basket -- it's very risky for everyone if we concentrate all of those abilities into a handful of countries in one part of the world. In might be cheaper in the short term, but it could be devastating for all of us in the long run.
This time it was a pandemic, but next time it could be something that destroys those countries and the timeline to rebuild is years. The survival of the planet may depend on our ability to manufacture. It already does in some ways, but the timeline is rather long at this point. What if the danger is imminent? Do we really want most high (and low) tech manufacturing concentrated in one part of the world? No, we need to spread it globally for the potential benefit of everyone.
The same way you balance your investment portfolio between different types of assets, we need to balance our investment in the future of the planet across the globe as well. Sure, some assets aren't as profitable, but you still hang on to them for security, stability and risk reduction.
Set up factories outside of Asia Pacific with that money.
Think about the Fair Trade laws that aim to prevent large companies from dropping their prices to below cost to drive small plantations out of business. There's no reason china needs to make 1,000% profit on their latest CPU when they can sell at a very low price, and put US manufacturers out of business.
And FTA:
https://www.bloomberg.com/news/articles/2020-06-10/u-s-lawma...
I just barfed a little in my mouth. This is what is so eff'd up about the US. Semicon stock prices drove the creation of millions of millionaires over the last 2 decades, and now they need a handout.
Long- or short-term investor return?
Given the situation and prospect, anyone who still sticks to this principle of short-term investor return is at good the capitalism in the worst form, or at worst plain irrationality.
$25B is about the right number as well, the challenge will be related to how efficiently it is spent.
There just seems to be something fundamentally wrong here.
Semicon companies have been massive wealth generators for almost 4 decades, and how all of that wealth was genreated by clearly dubious means (Intel's lawsuits are legendary, as is there attempts at shuffling money out of the US buy building fabs in other countries to avoid tarrifs). But now they need taxpayer dollars to be competitive? Sure, the state of the US economy might be at risk, but that doesn't square with the industry leaders' malign actions in the past 20 years.
It's like if you were getting beat up by a bully every day on your way to school, and he took your lunch money. Then one day a bigger bully from another town shows up, and the school starts paying your bully your lunch money, plus additional money from your allowance, to beat up the other one to protect the school (a bigger risk), when they didn't care about protecting you as an individual (a non-important risk).
Even if this triggered a longer conflict, the US could just buy through other countries that can buy from TSMC. Or just start using consumer off-the-shelf stuff. I'm fairly certain my gaming PC could guide a missile. There's lots of data centers in the US to pull from too.
If we lose all access to buying chips tomorrow, how does that affect our weapons?
I am told that TSMC has a poison pill setup for their fab(s) for the case where the PLA takes Taiwan by force, which makes sense in the same way that a "driver carries less than $20 in cash" window sticker does.
That's the stake China is putting on the table.
War is about more than just hard power.
All of our weapons systems have undergone significant modifications and upgrades since then, which make heavy use of modern computing. Missile seekers can take advantage of this increased computing power to better track targets, especially when being jammed. We could probably develop replacements for these that used less high-end chips, but that will take time and would probably still result in worse performance, and there will likely be certain features that would have to be dropped.
> If China somehow got complete control over TSMC to the point they no longer supplied the US, it doesn't take much to sabotage the factories
This is true, but it isn't guaranteed, and the PLA could stockpile a whole bunch of chips pre-war to satisfy their wartime production ordnance needs for a least a little while. While this is viable, it becomes a race to the bottom where neither side has access to advanced chips, and is stuck with whatever the advanced weapons they had stockpiled.
> I'm fairly certain my gaming PC could guide a missile
They need some custom chips, for a couple regions. First is they need to do some digital signal processing stuff that is implemented in hardware. Second is that the chip needs to be rugged: https://en.wikipedia.org/wiki/Military_computers#MIL_standar...
> If we lose all access to buying chips tomorrow, how does that affect our weapons?
Communication is a critical component of war. More processing power can enable better cryptoanalysis used in offence, and to a degree, better ciphers used in defense. Advanced chips definitely give advantages in cyberwar.
This will end up with China exceeding US fab capacity and supplying chips to all non US & European countries in 10 years.
I'm not making a value judgement, I'm saying that if a country is going to try to hold you back by limiting your access to technology, you just develop your own.
you're implying that the author has violent predispositions?
Why? Assuming people thinks that China will invade Taiwan just to take over TSMC, then what?
1) TSMC doesn’t build the tools that builds the microchips. In fact, they probably don’t even know how to build it, or even know the optical science to research and develop it. That dubious honor goes to ASML, and some other Japanese companies. But ASML, the euro company is currently in the lead for 5nm. TSMC just knows how to use their machine, and to get better at it. And to be clear, ASML doesn’t know how to manufacture the chips like TSMC can, so both companies need each other, in a symbiotic type of relationship.
2) In the event of war, then the losing side can just bomb TSMC factories. Then everyone is screwed. No more advanced microchips for anyone.
3) If China succeeds in invading Taiwan, then the USA will just force ASML to stop selling their equipment to China, like they already do now. So, China is back at square one. They might have the current technology, but no ability to advance to newer technologies.
The only viable solution for China, is to build their own chip making tools, and fabrication factories. Thus removing ASML and TSMC from the equation completely. Also, they will gain independent Intellectual Property rights and patents to their own indigenous R&D.
The American government is apparently thinking that China doesn’t have the skills to do this.
Also, given how obscenely expensive a war would be, couldn't China save money by just hiring the entirety of TSMC's and ASML's technical staff at 10x the market rate for ten years?
Paying a premium to headhunt technical experts is a tried-and-true method of catching up to a front-runner. In fact, both Taiwan and South Korea did this, poaching underpaid Japanese talent.
Yes. ASML is integrated into the dollar-based global financial system, so it will have to respect American financial sanctions. This is the same way that such sanctions against Iran and North Korea work.
An interesting aspect though: I think the technological superiority of ASML is a big asset in these discussions. e.g. If the US would follow up on a threat of sanctions against ASML (e.g. banning US companies from working with ASML) it would hit the US semiconductor industry quite hard (particularly Intel), while non-US players (e.g. TSMC) could continue producing with euv.
In effect, they would have to go much further to keep some similarity of a level playing field: e.g banning all products containing chips produced on ASML machines. That would hit a lot more companies, many of them US based too. Creating even more reasons for the US Gov to not to take such drastic steps.
Therefore I expect that it is much more likely they'll use pressure on the EU / NL government systems to force the behaviour they want, compared to economic sanctions vs ASML.
> ASML is integrated into the dollar-based global financial system, so it will have to respect American financial sanctions
I'm no expert, but if a company wants to pay ASML in Euros, I'm pretty sure they can accept euros. The dollar is convenient, not a requirement.
The implication is not about accepting payment. The western banking system can and has blackballed firms that took money from people the US didn't like.
Companies rarely exchange money directly, though. They usually have a bank do it on their behalf, and those banks are subject to the laws of the countries they operate in.
You also have to avoid SWIFT, since the US controls that too.
The Europeans just set this up to avoid these issues with Iran:
https://en.wikipedia.org/wiki/Instrument_in_Support_of_Trade...
It took nearly a year and a half between the founding and the first payment.
On one hand, they brag about how a company in China took apart an ASML machine, and replicated every component, but it didn't work.
But I'm sure ASML knows that they'll try again. They have at least a limited interest in keeping their technology from being stolen.
That's assuming those folks would want to move to China and work there. If strategic tensions are increasing to the point where war is feared and China uses this as an alternative, who would want to move there and risk becoming a hostage?
https://asia.nikkei.com/Business/China-tech/Taiwan-loses-3-0...
Netherlands / ASML is subject to Wassenaar Arrangement which US can ultimately trigger to ban dual use tech sales.
Probably doesn't make much of a difference though.
0:https://en.wikipedia.org/wiki/Thousand_Talents_Plan
How much needed are further advancements? Aren't we reaching the limits of shrinkage and clock speed? Computers can be used for years because there are no more huge increases. It may cost some more energy, but the current technology should be good enough for 10 to 15 years until China has its own knowledge.
TSMC has investnents in many tool makers, and has own tooling RnD.
Reverse engineering is just working backwards, until you get to parity. Certainly, this will get you far, but you’ll always be a step behind the leader. But what you really need, is to advance and take the lead.
In order to achieve that, you need the scientific process here to understand the fundamental basics. Then you can build on that and expand.
But, what we know is that the Dutch company, ASML, has a tool that can achieve 5nm.
To China, this means that the engineering is possible. They just have to throw more time, money, and people at it. They don’t even need to follow the same techniques as ASML, they just have to get at the same end result, the 5nm. Solve the basic science, and it will allow you to achieve the engineering. Then, they can expand, and target 3nm, or whatever the next technology is. Carbon nanotubes based CPUs?
And I'm inclined to believe it: TSMC guaranteeing that PRC would fail to capitalize on their assets if they invaded Taiwan is a primary national security concern for the Republic of China.
During WW2, a short additional tunnel was dug above the tunnel entrance, to be filled with explosives in order to blow it up. This was so that if Japan invaded, the Japanese military would not be able to use the railway line to help them invade Sydney. The feared Japanese land invasion never came, the explosives were never detonated, but the tunnel dug for the explosives is still there today: https://en.wikipedia.org/wiki/File:Interior_of_World_War_2_d... https://en.wikipedia.org/wiki/File:Interior_of_World_War_2_d...
I wouldn’t be surprised if Taiwan has a similar setup in place.
[0] https://en.m.wikipedia.org/wiki/Stay-behind [1] https://en.m.wikipedia.org/wiki/Operation_Gladio
On the other hand, perhaps there are other ways to destroy a silicon fab than explosives?
The author does point out that it will take years for any new replacement to reach TMSC's capacity.
https://www.cnbc.com/2019/08/06/smic-chinas-biggest-chipmake...
SMIC is in 14nm risk production, and aggressively working on EUV.
We're still several years from that, but probably not several decades from it.
For instance a great question is if the EU thinks a fab is worth the effort? Probably not in today's climate, and would most likely be a sign of the end of US geopolitical domination if they do feel the need.
Most EU countries have fabs, even small countries like Switzerland and Austria although they're not as cutting edge as TSMC.
Like the Interstate Highway system, basically.
Yes but this would take a very long time, so from the OP's "strategic" POV it's just not relevant in the short-to-medium term. The supply chain for reasonably "advanced" electronics (the sorts you'll need if you want a usable 4G/5G mobile network, etc.) is extremely complex and any single country would be at a disadvantage if they tried to develop every part of it domestically. Plus China would also have plenty of catch up to reach state-of-the-art tech.
I don't think this argument works in 2020.
There are dozens of fabs in China on line and coming on line.
Sure, fabs are expensive: $5B for 7nm fab, plus what, a billion more for talent? China is throwing trillions at this.
The other claim implicit in this argument is that China isn't smart enough, like there's a monopoly of fab engineers: only the smart ones live in the US and work for Intel and AMD. That is nonsense bordering on racism (chinese are too dumb to compete).
The rest of the supply chain: sort, test, packaging, assembly... is trivial by comparison. And Singapore does almost all of this for Intel due to lax environmental regulations: die are shipped from the US fabs in Oregon, Santa Clara and Arizona to Singapore for the final steps before being shipped back for sale. Guess where all of that post-manufacturing machinery comes from? Yup: China. Even the test equipment.
It's almost like most of the people on this thread don't realize china makes their own CPUs, chipsets, and motherboards that we never even see or hear about unless you go to ISSCC, HotChips, or Embedded World.
Stroll through here looking at wafer size and technology:
https://en.wikipedia.org/wiki/List_of_semiconductor_fabricat...
EDIT: edited for snark and clarity.
"The other claim implicit in this argument is that China isn't smart enough, like there's a monopoly of fab engineers: only the smart ones live in the US and work for Intel and AMD. That is nonsense bordering on racism (chinese are too dumb to compete)."
They are SoC (system on chip). They come loaded with peripherals, like NICs, UARTs, I2C, SPI, ADC, RTC, crypto, DSP, Ai acceleration, etc. The CPU usually takes up a small fraction of the die and isn't the selling point, the integration and IO fabric is just as important.
I don't see what the US can gain from the war.
Is there actually fab factory being setup by alibaba?
[0] https://en.wikipedia.org/wiki/Loongson#Loongson_microprocess...
In China, there was always an ongoing debate on if we should design our own chip for quite a while.
From the economical perspective, there's no point in making our own because it would cost a lot, for the first few years there would be no profit, and the very likely not cheap to produce while not as fast as Intel and Qualcomm.
From a risk management perspective, of course, it's useful if China was sanctioned. Actually, there were several attempts many years ago, and the government invested in those projects. Eventually, people called out those are frauds because they just re-label existing chips from those well-known brands without doing anything. After several times of this kind of scandal, people started to lose trust and faith in this, and the debate died down for quite a while, until now.
While a lot of people in the US are debating if they should bring critical industries back to the US this year, Chinese people brought back the debate about if they should develop their own chip almost as soon as Huawei was listed on the 'entity list'. This time more people seem to agree that they should have their own chips, and many people even think it as a threat to the Chinese nation because it seems to be one throat to choke (China become more or less a nationalist country during the suffering century of humiliation, plus some communist legacy, thus the sense of crisis and the reaction).
It says that Huawei is already starting to build its own chips. My personal guess is the government would strategically invest resources in this field as well because it just seems to be too important.
How would the PRC succeed in convincing TSMC to stop producing chips for the US, short of military action? The PRC is Taiwan's primary military adversary, and the US is Taiwan's primary military supplier and ally. IIRC, TSMC even recently agreed to build a foundry on US soil (which is kinda surprising, since that reduces the incentive of the US to defend Taiwan in a military conflict with the PRC).
Because US recognize both mainland China and Taiwan as one 'China', without specifying which. The internet would like to tell you that China and Taiwan are totally different country but US policy doesn't recognize that.
And changing that policy one week into the conflict does not look good on the optics.
This is a 70s era policy that is increasingly paid just lip service to.
US policy does de facto recognizes Taiwan. For instance, it has an embassy there, it just doesn't call it one; and it sells Taiwan weapons over PRC objections.
The only reason the US doesn't recognize Taiwan de jure is a Cold War era compromise with PRC diplomatic policy, and the fact that the current ambiguity works reasonably well for all parties right now. IIRC, some US political factions advocate for formally recognizing Taiwan (for example: https://twitter.com/ambjohnbolton/status/1250501579070980099).
There's nothing easier to do than for China to point to this policy and say America is sending troops to an internal conflict in China.
I'd say the existence of the de facto recognition is more significant than the lack of de jure recognition. There's no real central authority in international relations, so the official statements and pieces of paper are pretty meaningless without the de facto actions of the countries in question back them up.
> There's nothing easier to do than for China to point to this policy and say America is sending troops to an internal conflict in China.
It's easy for the PRC to say whatever it likes, who else cares is a different matter.
So, no, this issue is not resolved, regardless of whoever says it is.
It is an executive communiqué [1]. There is no treaty. "One China" is based on a statement of convenience. It could literally be reversed with a tweet.
What isn't just buttered-up memos are the Taiwan Relations Act [2] and Taiwan Travel Act [3]. Unlike the joint communiqué, these are U.S. law.
Lots of Americans live in Taiwan. Taiwan hosts scores of American-made military assets defending it from Beijing. And high-ranking Americans are almost constantly in Taiwan. If Beijing attacked Taiwan, these would be among the collateral damage.
> say America is sending troops to an internal conflict in China
Everyone says everything when war breaks out. If Beijing blew up a bunch of Taiwanese assets, taking out a handful of Americans in the process, I see no obstacle to strong political support in America to intervene.
[1] https://en.wikipedia.org/wiki/Shanghai_Communiqué
[2] https://en.wikipedia.org/wiki/Taiwan_Relations_Act
[3] https://en.wikipedia.org/wiki/Taiwan_Travel_Act
> treating Taiwan as a sub-sovereign foreign state equivalent
Also nothing from [2] or [3] guarantees American military intervention. Essentially, [2] and [3] solidified the status of Taiwan as 'not a full sovereign'.
This was never the goalpost. The original comment contrasted the legal flimsiness of the joint communiqué with the Acts underlying the U.S.-Taiwan relationship.
> solidified the status of Taiwan as 'not a full sovereign'
Not really. The Acts give deference to the executive branch.
Usually, the U.S. can't sell fighter jets to non-sovereign customers. The Acts created exceptions for Taiwan, so the President could continue paying lip service to Beijing while treating Taiwan like a sovereign nation.
I'm not saying these examples were right or just, I'm just saying I think a statement like that from China would have zero impact on the U.S. defending Taiwan.
If you think Vietnam War was bad, try a war in China.
If China were losing badly enough, they'd throw the nuclear card on the table. It presents a difficult scenario overall, as China can always draw a stalemate by using that whenever convenient: stop or I'll use nukes; it's the ultimate homefield advantage. If you're winning away from your home turf, and you're under threat of being nuked, your population will never support pressing forward (it would never be worth it, gain a bit of foreign land temporarily and lose your cities).
https://en.wikipedia.org/wiki/Trump%E2%80%93Tsai_call
Maybe not so much. The PRC threatens automatic military action if Taiwan repudiates that policy, as it sees it as a move for formal independence. So Taiwan has been forced to pay lip service to that policy whether it truly believes in it or not:
https://en.wikipedia.org/w/index.php?title=Political_status_...
https://en.wikipedia.org/w/index.php?title=Taiwan_independen...
The political situation of Taiwan is very weird, as many of the "official" positions are contrary to the actual positions.
That's the 'beauty' of geopolitics: Do anything then switch and do the opposite as long as it suits your interests.
- direct military invasion
- disinformation campaign
- trade war with Taiwan
- nationalization of old fabs in China
- missile strikes on TSMC facilities in Taiwan
Wouldn't that be all out war? Then why stopping half way? If the goal is denial/disruption of chip production.
'Missiles'? Really? Anyone can theoretically use 'missiles' to knock out the production capacity of some competitor's fabs.
It would be fatal to China's ambitions in everything because the world's reaction would be quite strong.
China has a lot of people upset around the world, but a lot of voices are muted because of perceived repercussions, but something 'over the top' would encourage all of those voices to come out at once.
Even Russia would have to 'think again' about their relationship.
But didn't they do so through proxies, which gives them at least a little deniability?
Yeah but PRC would totally do it. They already gave the go-ahead to their allies to attack U.S. partners with missiles, a first-party strike is really not hard to imagine.
Feel free to disagree. I expect a storm of downvotes. Oh well.
And it's pretty questionable whether the USA could even do much to stop a Chinese invasion of Taiwan. They could perhaps harass it a little, at great distance to avoid the otherwise inevitable loss of their carriers, but the success or failure of any invasion would largely depend on Taiwan's military and political/national will.
In addition to its estimated 10-15 road-mobile DF-31 ICBMs, China has 6 active submarines with 12 missiles each. Even assuming a 50% reliability rate that's 30 cities. The USA would be utterly devastated.
Russia might then decide to simply finish the job.
Your ideas are just so ridiculous I don't need to argue further.
As to the subs the latest China sub is the type 094 which cannot reach the continental US with their current load of JL-2 (7200km) in their current patrol zone. Also they are pretty noise and easily tracked. JL-3 (9000KM) are not in wide service.
The US has a further 10600 or so warheads on ICBM. China’s total count is around 400.
The logical game theory response is for the US to go full nuclear day 0. That is what every general and every theorist in the pentagon will advise the president. I am not saying it’s a good idea, but the logic is sound if you except the fact that the US would be unwilling to allow the dollars position to be challenged.
The leadership of China is pretty damn smart and they know this. I applauded them in playing the long game, something which the last few American governments have forgotten how to do. Our inability to think long term will bring us down, not China.
But all of this is ridiculous. Yes of course the USA has more warheads. They could indeed cause catastrophic destruction in China. No-one said they couldn't. The point is that China can and would counter-strike, with devastating results. This is the whole point of nuclear deterrence. No-one believes they couldn't, except apparently you with your completely unrealistic fantasies about the USA's godlike superiority. The USA as you know it would be gone.
And you somehow believe the USA would trigger this frigging holocaust to protect its image, or the US Dollar? What Dollar? The Fed's a smoking crater. Just delusional.
Here is a very detailed story on warhead guidance and accuracy and how harden targets are destroyed. It is quite interesting.
https://thebulletin.org/2017/03/how-us-nuclear-force-moderni...
Every fixed ICBM location in the world is known to all the major powers. You can find a pretty good list on fas.org. It will including things like year built, what was the state of the art at that time, yield needed to destroy, etc. Also there are tons of research papers on first strike imbalance and launch reaction time done by well respected scientist and think tanks available on the internet. Reaction time is more important because most silos today cannot survive an accurate strike so you have to launch before the misses hit. If they could then why build mobile launchers？
It’s not tracking a truck, it is tracking a very large thing that is easy to follow that has to exit a know location for servicing over its life time. The NRO has 60+ years of experience tracking way more items then the 30 DF31/31A mobile launchers that China has. The USSR had 1000s for them to practice on.
This has zero to do with god like powers or some unreasonably belief in US superiority and everything to do with math and technology. The logic is very simple, a protracted conventional war with China makes no sense as it will end up as a nuclear war, so if a war starts a massive first strike day 0 is the most logical path. And yes, I do believe the US would do so to protect its place in the power structure of the world and I am a rational person who would love to see all nuclear weapons eliminated along with the need of any or us to maintain large militaries.
The planners do not think in emotion. They do the math and odds and there is a calculation that says an overwhelming first strike has acceptable risk and Guam, et.al. that the smaller weapons could hit are an okay trade off for not allowing a hit on the continental US along with complete destruction of Chinese forces. There are 1000s of people in the US Defense Department who’s only job is to calculate all of the possible scenarios, including this one and wrap it all up in a nice summary of casualties (explosion + long term fallout given winds, etc.) and probabilities of success and they do so without the emotional reaction that you have. It’s quite scary if you really think about it.
China may hate Japan historically for the atrocities in WW2, but they also fear them for the same reasons.
Go on then, boycott us! I bet you can't, we make EVERYTHING.
China is Nestlé on steroids. What is anyone really going to do to China? What country can continue to function without Chinese manufacturing?
If the Chinese political situation broke down to the point that they were bombing fabs in Taiwan, there will be plenty of ways to destabilize their efforts.
But all of realistic options listed entail the fatal political defeat of Taiwan, mostly through military action. Existential political threats usually end up as military conflicts, one way or another.
The only option that doesn't involve military action is the disinformation campaign, but that's pretty far fetched.
Like, a full on boycott.
Maybe Taiwan can sell their 150B in products to Americans?
I think China's greatest threat comes from within. And the brinkmanship is at supply-side structural reform VS unemployment.
The risk has never been this high, given
1. belt and road initiative is already half-busted
2. drastic drop of foreign demand due to pandemic
3. cry for decoupling from all wealthy nations
And see this: https://www.youtube.com/watch?v=6Q8oQGBcFdo
My point is: the Chinese government has been trying to tell people that they don't need to work in the city. They could work in a rural farm and lead a simple life, albeit earning close to nothing.
They’re in low value jobs that keeps themselves busy, but doesn’t bring in much profit for China, except for Foxconn and Apple.
Apple benefits from cheap Chinese labor, while selling their iWares at inflated prices.
What China can do instead, is to retarget these factory workers to work in software development, or AI grunt work.
Currently, AI requires a lot of manual human data labeling, in order to identify objects.
China can utilize this already cheap and organized factory labor, to build up an object inference database. That way, the AI systems of today, can cross reference against this inference database, to identify the object.
This inference database literally becomes, the new oil of the AI age.
And through a lot of sweat equity, China can possibly dominate this key area for the AI future.
Maybe this is why 5G is so important? The lower latency of 5G would usher in the AI age.
The western world is so focused on Foxconn, and its “supposed benefits” to China. But the benefits are meager. The biggest beneficiary is Apple itself.
China should let Foxconn and other low value industries go, in order to free themselves to work on higher value pursuits.
The other side of the coin is what will happen to Apple and the American economic system?
They will have to pick up and relocate to other third world countries, for their cheap labor. Vietnam, India, Mexico? Sure. But a lot of other mid level goods come from China.
If the supply chain is stopped, then everyone is impacted. The whole thing stops.
Apple’s stock price will crater. Supposedly. But the Fed is so busy juicing the market, and Apple can just repurchase their shares, that they can financially engineer themselves out of this stock meltdown scenario.
But it's not about soul, it's about money; that's what shareholders care about. There's also the question of security - cooperating with China could lower the risk of being invaded, simply because there would be nothing to gain by doing so. (Although one of the comments below explains pretty well why invading Taiwan would be pointless anyway.)
They've got 14nm in risk production, and are making good progress on something equivalent to 10nm TSMC (that they're calling 7nm, but feature sizes are made up anyway). And perhaps most importantly China is making good progress on in country EUV litho steppers to cut ASML out of the picture too.
The same could be said for access to manufacturing for Huawei vs US companies.
That’ll show everyone that America means business when it comes to territorial possessions!
He might even win a Nobel Peace Prize for doing so. LOL.
China is claiming vast regions which are currently regarded as 'international waters', or worse 'sovereign waters of other nations' as it's own, sovereign territory.
The US is not declaring the Bahamas to be 'US Territory', for example.
Not only that, the US Navy ensures that everyone - including China, Russia, Iran etc. can have 'safe passage' in international waters, and especially Panama Canal, Suez, Gulf etc. - which is quite literally the opposite of China's intentions in the S. China sea.
The issue will be in areas wherein China can claim supremacy without much resistance, for example, off the coast of weaker neighbours in the region.
It's a pretty bold ploy - at the same time, I actually believe that the 'chip wars' will be more important!
I do agree that coastal waters of certain ASEAN countries, which are practically defenseless, are at a significantly higher risk.
0. https://www.bbc.com/news/world-asia-india-53089037
The US Navy defends the interests of the US largely by defending allies and promoting rules-based order. This is constantly the norm, day in day out, around the world. You see it in Panama Canal, Suez, especially the Gulf.
Them, as a great power, wanting to have an open sea route that they control isn't really that outrageous as far as how great powers act.
The US has bases in Korea, Japan etc. by invitation of those nations and it not 'control' any of the waters or territories there.
Sovereign territories are controlled by sovereigns, and international waters are international - anyone can use them.
The US doesn't even have a large enough fleet to project force or truly patrol over there, though it does so tacitly (i.e. where there is a problem, there is focus).
"wanting to have an open sea route that they control isn't really that outrageous as far as how great powers act."
China is declaring vast areas as de-facto sovereign territory, which is far beyond 'control' it's literally 'ownership'.
All international 'sea routes' are effectively open, thanks in large part to the US Navy (and others of course).
China is absolutely free to help patrol waters and to ensure international laws are respected - in fact - if that were the behavior of China, everyone would be relieved - but that is not what is happening at all.
You can draw up as many technicalities as you'd like, but those technicalities are tools to serve power. They're tossed the second they aren't useful, by whichever country that can afford it.
It would be monumentally stupid for the Chinese to just assume that we'll faithfully honor "international waters neutrality" forever, especially at the moment when they're eclipsing us economically.
Yes - let's 'go there'.
The difference between having a strategic relationship with the US, versus one with China, is literally embodied in the difference between North and south Korea.
The US defeated a pariah nation, Japan, and helped build it into a highly advanced, free nation, with whom the US enjoys a very positive strategic relationship. And FYI Japanese could ask the US to leave at any time, but that won't happen because of course Japan absolutely wants to maintain their partnership.
North Korea is the ugliest, totalitarian 'prison state' in the worst in the world, maybe one of the worst the world has ever seen. That's 'Team China'.
"It would be monumentally stupid for the Chinese to just assume that we'll faithfully honour "international waters neutrality" forever, especially at the moment when they're eclipsing us economically."
Not only is this wrong, it also does not justify their actions.
First - so long as there is no 'hot war' the Chinese will be able to ship their goods and navigate waters as they please. It won't matter if they have a 'bigger economy' than the US.
Second - none of this justifies grabbing territory. As I mentioned, if China were to use its navy to actively support open navigation of international waters, then the world would welcome that. We'd all be working with on the issue. But that is not the case: China has Imperial ambitions, and if it means putting a few more million Muslims in concentration camps, then so be it.
It's really sad to see these constant duplicitous China arguments. That it's not perfectly black and white does not make it entirely murky either - China is a pariah state.
This is outright revisionism. When US bases were established in Japan, German and Korea, the countries were effectively client states of the United States.
I hope you enjoy your billions when the bottom drops out of the United States economy, Bezos. Keep up those stock buybacks, Intel! You are REALLY contributing the the American project with all of that wealth you are hoarding!
http://www.taipeitimes.com/News/taiwan/archives/2016/02/07/2...
It was so forceful, that it was effectively bloodless and an overwhelming portion of the "annexed" populace has actively supported it.
Meanwhile situation in Taiwan is drastically different. Pro-mainland faction is really weak and can not be used to provide sufficient support for quiet absorption. And since Taiwan has deep military connections with USA for many decades, any military intervention will inevitably escalate into a major military conflict.
The only scenario in which something like that can happen is civil-war-level turmoil in USA. Probability of which, worryingly, is noticeably bigger than zero.
That seems like an unusual perspective.
If by "bloodless" you mean "lots of people died, but nowhere near as many as a world war" though, then sure.
For the "actively supported", where are you getting that information? My impression (from friends in Kiev) is that it's universally condemned.
>For the "actively supported", where are you getting that information?
Directly from Crimeans. I have visited Crimea last year as a tourist and talked with them personally (in Massandra and Alushta, btw the wine is really great, recommend trying it). Try watching 2014 videos, for example this one is before Russian forces have became active:
https://www.youtube.com/watch?v=atm0W5wA2y4
If you don't trust my anecdotal experience, then how about "The Crimea conundrum: legitimacy and public opinion after annexation" published in the Eurasian Geography and Economics journal? Or how about "To Russia With Love" article published in Foreign Affairs? They both confirm strong local support in favor of the transfer.
>My impression (from friends in Kiev) is that it's universally condemned.
I hope you understand that your friend quite probably is really biased regarding this issue, right? Always try looking outside of the media narrative (one may call it soft propaganda), usually world issues are far more complex than the version painted by media.
The irony is strong with this one.
I think you are trying to confuse others with numbers describing the Donbas conflict, not the "annexation" as implied in your message. A really low effort fallacy I must say.
https://en.wikipedia.org/wiki/Annexation_of_Crimea_by_the_Ru...
Wow. So, you going to claim this isn't relevant or somehow correct then either?
https://en.wikipedia.org/wiki/Malaysia_Airlines_Flight_17
First time I hear this. Source?
Whereas in Taiwan, recent survey shows only 4% identified as Chinese and 90% are willing to defend Taiwan if "China uses force against Taiwan for unification"
Small nitpick: has US invaded Syria in your opinion?
Yes, Russia obviously supports Donbas republics, but most of those republics military consists of Ukrainian citizens. In a way it's similar to how US supports Kurds and "moderate opposition". Such situation is really common for civil wars, but I don't think "invasion" is a correct word to use here.
Russia literally claimed Ukrainian territory. How is "invasion" in any way the wrong word?
Per latest census not under Russia control, it was 60% for Russians, and rest were Ukranians and Tatars. It is not overwhelmingly. https://en.wikipedia.org/wiki/Demographics_of_Crimea#Ethnici...
I am more than certain that if Russian language was a second official language in Ukraine and rights of minorities were properly respected, then Crimea would have been still part of Ukraine and war in Donbas wouldn't have happened.
Plus note, that a significant number of people in Crimea (and in Ukraine) are of mixed blood, so they can easily change their ethnicity based on the current political situation.
I think protests and exodus were result of TV propaganda, amount of disinformation was tremendeus, though Crimeans probably got better life within richer Russia.
And even before that, Ukraine is a country in which 30% consider Russian a native language (according to the official census, so I consider it a lower bound) and more than 80% prefer to use it in daily live (the numbers should be lower now for obvious reasons, but the point still stands). It's simply ridiculous to not have Russian as an official language in such conditions. For comparison in Canada only 20% know French and still it's a full-fledged official language.
> It's simply ridiculous to not have Russian as an official language in such conditions.
They allowed Russian to be official regional language in regions where more than 10% population speaks Russian. Sounds reasonable to me.
Window of opportunity was caused by messed up government in Ukraine, which couldn't produce any resistance against Russia's military invasion.
It's exactly the same day when active protests in Crimea and Donbas have started. Yes, technically the law was still active, but it was just a delay due to the powerful backlash and people understood well intention of those who came into power.
>Sounds reasonable to me.
Wow... I guess let's agree to disagree here. Because for me a situation in which 80% people speak a language in daily life, but it's not an official one, looks more suitable for an occupation, than for a normal state. Can you name any other world country with a similar situation? (IIRC only Baltic states come somewhat close)
And let's be honest, "regional language status" was just breadcrumbs. Russian was systematically discriminated as a matter of state policy starting from TV and ending with schools, with situation only worsening over time.
>Window of opportunity was caused by messed up government in Ukraine, which couldn't produce any resistance against Russia's military invasion.
Don't forget about heavily demoralized military (and the protests have played a major part here), which didn't believe in the new government, and most of which accepted Russian terms and got integrated into its military. Also some say that the new government has intentionally allowed the situation around Crimea and Donbas to degrade, so a lot of pro-Russian electorate would be cut off from elections. But I guess gross incompetence is usually a better explanation.
Pure speculation.
> in which 80% people speak a language in daily life,
Citation needed.
> Don't forget about heavily demoralized military (and the protests have played a major part here), which didn't believe in the new government, and most of which accepted Russian terms and got integrated into its military.
Pure speculation.
> Citation needed.
According to Wikipedia, in May 2013 82% of respondents spoke Russian at home.
https://en.wikipedia.org/wiki/Demographics_of_Crimea#Ethnici...
Revoking of what? Russian language is protected by Constitution of Ukraine, as language of minority. Did you read what you posted?
> looks more suitable for an occupation, than for a normal state.
You are right, Crimea was occupied by Russian Empire and USSR. Natives (Tatars, Goths, Greeks, Italians, Turks, Ukrainians) are exhaled or exterminated.
> Don't forget about heavily demoralized military (and the protests have played a major part here)
Russian propaganda, in Russian language, played major role. Russian Federation planned to attack Ukraine since 2008, preparing for occupation of Crimea and creation of "Newrussia". As former officer of intelligence, I knew about planned protests controlled by RF (AKA "Шатун") in 2012.
Russia does not want to lose its warm-water ports, or to be bordered by hostile countries. If Mexico made serious noises about joining an alliance with China, we'd see regime change before the week were out.
There are repercussions within the spectrum between hand wringing and nuclear war. Severe economic sanctions come to mind.
And from a realist perspective, the rest of the world is more likely to care about Taiwan than Crimea.
It would hardly be the first time that a government failed to understand the situation they found themselves in.
But now both USA and Russia have far less nukes (and with smaller yields) so now the effect of a full USA-Russia nuclear exchange would be much smaller - but we are not even talking about that; we're talking about China, which has something like 250 warheads (contrast to ~45000 warheads that USSR used to have, it's more than a hundredfold difference) - it's a sizeable deterrent, but it's not mutually assured destruction. MAD was the doctrine between USA and USSR or Russia; MAD does not apply for any other nuclear powers - China, France, UK, India, etc. A nuclear exchange with them is "only" mass murder, but nowhere close to an extinction level event.
Maybe I've watched Dr. Strangelove too many times, but everyone knows that flinging all of your nukes at someone kills you too (the "Doomsday Device"), so what I'd expect to see in WWIII is two things: 1) the clash of a ton of new technologies where we have really no idea what beats what, and 2) strategic, low-yield nukes used against blue-water navies and ports.
There's proxy wars like we saw in Korea and Vietnam during the Cold War. There's cyber attacks and other acts of sabotage carefully cloaked in plausible deniability (for example the 1982 Siberian pipeline explosion, Stuxnet, the attacks on Sony attributed to North Korea). There's limited wars where there's actual open fighting, but neither side is prepared to escalate further (think of the Falklands War, the War of Attrition between Israel and Egypt, or any number of peacekeeping actions by the UN or NATO).
Total war between major powers has gone away, but war is here to stay.
Because it surely has strategic value.
There is nearly an unlimited supply of money for projects that are guaranteed to return a profit - especially today with the bond market desperately searching for yields.
...so the moment asian chip factories become untenable - we will have fabe here in the US overnight. As an example, Israel built its own Intel fabs in under 3 years.
There is nearly an unlimited supply of money for projects that are guaranteed to have positive cash flow - especially today with the bond market desperately searching for yields.
Plenty of companies are loaded up with debt with negative eps with positive cashflow.
I believe this distorts the gymnastics of "You can't really compare a cost which returns zero profit versus one that turns a profit" when many companies haven't turned a net profit since their existence.
China is working its ass off while we're looting on the street because BLM, or we're fighting for LGBTQ to make sure it is something you should take PRIDE in.
If you're silent these days then you're as aweful as Trump. Nowadays fair treatment for all is the same as discrimination. If you're a conservative you're more than evil.
USA is hijacked by the left and socialism and is on its way to hell, with China is catching up, our days are numbered.
This is not popular, but thats how I feel. As soon as we work out our social problems, we will realize the world as completely past us by. I'd rather focus on improving our standard of living.
Yeah, the march of orderly progress in China isn't ever obstructed by internal social problems. (And if you disagree, you will be reeducated if you aren't first crushed under the tank treads of orderly progress.)
But it's interesting how the defenders of the American Right are so ready to lavish irrational praise on (even nominally “Communist”) authoritarian regimes, including those they paint (often accurately) as dangerous competitors abroad, just like their Dear Leader is.
> USA is hijacked by the left and socialism
Much as I'd like that to be the case, at least if it was democratic socialism, it is really just that it was taken over by the far right, but the way they've been running the show has managed to alienate much of even the solid-but-not-far-right, leaving the far-right isolated without it's less extreme erstwhile allies; calling everyone who doesn't support them “left” and “socialist” is reflexive, but not accurate.
Lmaoooooo. Socialism isn't even remotely a thing in america as decades after the cold war, propaganda of the red scare is effective amongst large swaths of the population. Then again you probably think socialism is the the government does stuff.
But ha you're right, Americans should just suck it up, and accept extrajudicial educations and power abuses because american exceptionalism means we always need to be #1.
https://news.ycombinator.com/newsguidelines.html
If you keep posting flamebait to HN, we're going to have to ban you. https://news.ycombinator.com/item?id=21672921
I completely agree with the author about the vital importance of this technology, it should be considered as a resource.
The long-term solution is not military, but industrial.
It's a total institutional failure.
Killing TPP was the correct result.
See John Pilger, “The Coming War on China”
https://www.youtube.com/watch?v=GDl9ecICIYg
How does one get in the situation? Kennedy suggested working towards a world where it wouldn't matter who had the largest economy, all countries could compete peacefully, etc. but at least one person in 1963 didn't think that a worthwhile project.
The next generation of strategic advantage is in the software that runs on this hardware. We really need to start thinking harder about how we protect highly-complex and strategically-important software IP from theft, because theft of software is pretty much immediate and absolute. I have personally started to pull some of my experimental projects I would otherwise keep public into private repositories because of these sorts of concerns. I do not want to enable the CCP in any way whatsoever.
Hypothetically, if your 7nm chip supply was constrained because of war, but you were able to optimize the software that runs on that hardware by 15-30%, you could theoretically run it on a 14-22nm chip with a similar performance envelope. The larger process tech is easier to manufacture and you will more likely have domestic facilities which can accommodate. Anything that does not require EUV is instantly 100x easier to produce. Additionally, the more advanced process tech is arguably less advantageous in a military setting, as these chips are highly vulnerable to electromagnetic warfare relative to older process technology.
It's typical for read-only source-code access to be available to everyone inside the corporate network, so if any device used by anyone with such access is compromised (or if the person is themselves compromised), so is the source-code.