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437 points adventured | 2 comments | | HN request time: 0.441s | source
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ChuckMcM ◴[] No.27162309[source]
Geopolitically this makes a lot of sense. Will be interesting to see how China reacts as it moves forward.

If Intel is serious this time about letting third parties into their fabs then it could be quite the reversal of fortune. However, as I've said in the past Intel is most likely to do this with "alternate" process streams, in order to not expose their full capabilities to competitors.

High hopes but low expectations. Real estate in AZ could be a good investment though.

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m00x ◴[] No.27162367[source]
Why China? Most of the major chip fabs aren't made in China. They're mostly made in Taiwan, South Korea and the US. Unless we're strictly talking about TSMC, which does have 2/18 fabs in China.
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lstamour ◴[] No.27162609[source]
This article explains some of the conflict: https://www.voanews.com/east-asia-pacific/can-taiwans-silico...

China’s stance on Taiwan is clear[1] but given Taiwan doesn’t agree, it has remained independent despite what China says. The same was true for Hong Kong until recently, however, so concerns remain.

The US is waking up to realizing that they have a heavy reliance on China for civilian goods and a slight to moderate risk that it might be disrupted or used against them in future.

The worry I suppose is that it might be easier for supply chain-based attacks to weaken US defences, not that we’ve seen anything like this in practice yet due to how easy it is to exploit existing software bugs, for example.

1. https://www.cfr.org/backgrounder/china-taiwan-relations-tens...

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nl ◴[] No.27163026[source]
The situation with Taiwan (an independent - if unrecognised - country) is very different to HK which was a separately governed province of China.
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ChuckMcM ◴[] No.27163048[source]
This statement conflicts with my understanding of the British rule of Hong Kong and the accords under which is was placed under the sovereignty of China.
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nl ◴[] No.27170144[source]
China's treatment of HK was supposed to be regulated by a treaty with the UK - but as you point out it was under the sovereignty of China.

That's pretty different to Taiwan which has never been under the sovereignty of China.

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1. ChuckMcM ◴[] No.27170461[source]
> That's pretty different to Taiwan which has never been under the sovereignty of China.

You see, if China agreed with your statement diplomacy would be a lot easier. But few things anger the Chinese more than asserting that it does not have sovereignty over Taiwan, the only other one I can think of is that Tibet should be free to be its own country.

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2. nl ◴[] No.27172798[source]
Sure, this is true.

But Taiwan has a functional, large military, friends in Washington and economic consequences to an invasion.

HK had umbrellas and a few strongly worded newspaper columns.