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US Intel

(stratechery.com)
539 points maguay | 4 comments | | HN request time: 0.96s | source
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Diog ◴[] No.45027159[source]
To be honest, for most Chinese people, the reason we haven't taken action regarding Taiwan is not because of TSMC, but rather our patience with the current will of the Taiwan people. However, this patience has its limits. Even if TSMC has better chips now, China mainland will surpass them next 10 years. You can compare the gap in chip technology between Chinese companies in 2015 and that projected for 2025 to see this trend. As for Intel, we don't really care about it.
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nonethewiser ◴[] No.45027601[source]
Do you think an invasion of Taiwan brings risk of a new, worse status quo? I think that's primarily why China doesn't invade. If it were possible to just achieve an easy, total victory then there is no reason to wait for Taiwanese people to change their mind about joining China.

Im also confused why you say China's inaction on Taiwan isnt about TSMC its about patience, but patience is running out because China wont need TSMC in 10 years. That seems to contradict itself.

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1. aurareturn ◴[] No.45036881[source]

  Do you think an invasion of Taiwan brings risk of a new, worse status quo? I think that's primarily why China doesn't invade. If it were possible to just achieve an easy, total victory then there is no reason to wait for Taiwanese people to change their mind about joining China.
In my humble opinion, if China wanted to, they could win it now. China's vast resources and manpower will be overwhelming. Doesn't matter if they lose a few battles or takes a few years.

The reason China doesn't want to is because they want a peaceful reunification. They want to wait when it's so obvious that Taiwan would lose and lose quickly that Taiwan simply gives itself up.

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2. nonethewiser ◴[] No.45039712[source]
> They want to wait when it's so obvious that Taiwan would lose and lose quickly that Taiwan simply gives itself up.

I agree they prefer a peaceful resolution but that would be in the form of Taiwan wanting to become part of China and deciding to reunify. It makes no sense to surrender without being forced to.

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3. aurareturn ◴[] No.45040597[source]
It makes sense if it's inevitable.
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4. nonethewiser ◴[] No.45058622{3}[source]
Its not inevitable if they arent willing to actually invade