TSMC EUV machines equipped with remote self-destruct in case of invasion
tomshardware.com
tomshardware.com
Without the ASML service contract most would be unusable after a few months. The amount of technology brought to bear here is really only possible because of worldwide cooperation among thousands of vendors and tens of thousands of engineers. These machines are an extension of some pretty impressive institutions (ASML corp, for example), not just metal and glass.
If China were to invade and if Taiwan or the US fought back, we would all be in a world of hurt, economically. Taiwan makes most of the high end logic chips the world uses, and China makes many of the lower tier, but still necessary chips for things like power management, etc. With sources for these devices offline, a lot of economic activity would begin to halt. We really must avoid war at all costs.
It's also hard to attack an opponent, when the opponent has been preparing for a number of years, with its allies. US, Japan, Australia, India.
Also them being a manufacturing powerhouse, I think they may have enough, even if they're at low point in the economic cycle.
It wouldn't be smart and even the invasion were successful, not sure what they'd gain, besides more hate from all of Southeast Asia and maybe Western sanctions.
I have family in Taiwan and I'm told their military isn't very well funded or equipped.
China may have the factories for manufacturing, but they need materials and money to keep a war going. That's hard when they are broke, and also supporting other dictatorships, such as Russia's war effort, Iran, North Korea.
Meanwhile they have regularly brushed millions of deaths under the rug,to stay in power, to save face and just propagandized that away.
Something would be won if a lesson was learned from Ukraine. The west is not universal and a deterring reaction must be tailored to the deterred, not to the deterring.
AFAICT, the Chinese administration believes it must reunify Taiwan; they've backed themselves into a corner with their rhetoric. They haven't because they believe it's better to wait because the chances of it happening militarily or peacefully are greater in the future than they are now.
But if it's going to be harder in the future, they must invade now.
Luckily I don't believe your argument holds.
Taiwan's birth rate is roughly similar to China's, so it doesn't really affect their relative positions.
China's debt is 85% sovereign so it's not a forcing factor either.
And it's not China vs Taiwan straight up. It's China vs Taiwan, US, Japan, Australia, parts of nato.
China imports vast quantities of goods, so yes, debt matters.
> China imports vast quantities of goods, so yes, debt matters.
Yes, external debt matters. However, they don't have much external debt.
And China's imports are decreasing faster than their exports are. And that trend will accelerate because the two biggest are electronics which we are sanctioning and oil which they are rapidly weaning themselves off of.
Unless you think the China's plan is to fill the Taiwan straits with so many dead bodies/boats so quickly, that it will create a corpse bridge for tanks to roll on.
The point is that delaying the war would have made things even worse than they presently are. 2022 wasn't a good time for a war, but it was a better time than any subsequent year.
They could easily turn around and censor any mention of taiwan until everyone forgets about it
Finally there is a level of people you integrate who know how flimsy dictatorships are that a dictatorship cant survive.
That depends on the timeframe outlook. My impression has been they keep the rhetoric up so as not to abandon their claim over Taiwan, but are willing to wait a few lifetimes to get it.
If you are talking about a blockade, as we've seen from Russia's invasion, Russia's world's second best navy is already powerless against Ukraine's drone attacks and missiles. And US has already warned China on a potential blockade as being very high cost.
That seems like a massive exaggeration. The Russian navy wasn't that great even before the war. I'm not sure they really have anything going for them besides their submarines, even their single aircraft carrier is permanently under repair and won't reenter service any time soon. Even the Royal Navy is probably significantly strong even on its own.
Oh boy, was I wrong and the doomsayers were right. It is tricky to emulate mind of a 70-y.o. wannabe emperor who dismantled all the previous oligarchy in favor of one-man rule.
And that sound like China, too, with the difference being that the sea between China and Taiwan is a very formidable obstacle that just might raise the overall stakes too high.
I mean, most likely how you called it above will come to pass but the chance of something deranged isn't close enough to zero anymore to ignore it. I would put the change of something deranged at more like 10-15 % but that's just my gut feeling.
All it takes is a bolt or some hardwired mechanism to render a 300 million dollar machine useless.
e.g. China invades Taiwan, someone then immediately presses the "self-destruct enable" button, which cannot be disabled for a long period of time. If the invasion succeeds, someone transmits the self-destruct code. If it fails they don't, the machine stays intact, and someone gets to work disarming the self-destruct.
I think it's plausible such a device could be built. Just make it battery powered and tamper-proof fail-deadly except when the battery runs down. Size the battery for two or three times the time Taiwan could be expected to hold out against an invasion.
'ASML and TSMC Can Disable Chip Machines If China Invades Taiwan'
https://news.ycombinator.com/item?id=40426843
Besides, who really cares? China isn't going to invade taiwan for silly companies like TSMC. If it invaded, it would be to take back their territory. What's with the constant artificial media blitz regarding tsmc? China's aim for reunification dates back decades before tsmc existed. Also, it would be nice if 'news' companies stated who ( public or private ) is sponsoring their articles.
What's your definition of 'likely'? That taiwan will be a part of the mainland is pretty much a certainty. It's demography, geography and economy. One has 1.5 billion people and the other is 20 million people.
Discussion: https://news.ycombinator.com/item?id=40426843
It's not like TSMC engineers and technicians would be raptured the first moment, leaving the fabs just standing there deserted and intact.
This really seems like an answer someone gave to a clueless politician asking a stupid question. "Yes senator, there's a 'self-destruct' (eye roll)". Just leave out that the self-destruct is one dude with the fire bucket from the smoker's shelter in the car park.
2. What would be the strategic implications of China getting access to these machines though? I mean if they didn't, they could just make 5 or 8 or 10 nm chips, right?
What is the strategic advantage of the better manufacturing that would make it worth the US gov saying it would bomb those foundries, or installing kill-switches?
Not necessarily. It could be triggered by, say, a shortwave radio embedded in the machine that listens for a code on secret frequencies.
> 2. What would be the strategic implications of China getting access to these machines though? I mean if they didn't, they could just make 5 or 8 or 10 nm chips, right?
I don't know. I'd say it would probably give them something to reverse engineer. But I'd say the bigger strategic implication of an invasion would be getting access to the TMSC engineers. They could fly them all up to SMIC, and some would probably cooperate (because they'd have to move on to the new reality after a defeat).
I have to imagine a lot of the expertise with the EUV stuff comes from ASML which is a Dutch company, thankfully.
I have to give props to the US gov for getting the CHIPS act going and we're already seeing Fabs built in the US as a result.
This might end up being a Y2K thing, where good preparation reduced the impact.