Taiwan: the technology trade turn

Taiwan has a general election on Saturday. The international media has highlighted the election as an important geopolitical pivot – namely, if the current incumbent government party, the Democratic Progressive Party (DPP), wins the presidency and legislature and continues its call for formal (not just de facto) independence from mainland China, that will mean intensified attacks on Taiwan by Beijing, perhaps leading to military conflict.

Taiwan: the technology trade turn

The Grim Prospects of US Proxies: Ukraine, Israel, and Taiwan

By Brian Berletic

Source: New Eastern Outlook

As Russia’s special military operation (SMO) approaches two years of intense fighting, having parried Ukraine’s “spring counteroffensive” and with the initiative shifting to Russian forces, Western capitals are now admitting they are reaching the limits to remaining support for Kiev.

The Grim Prospects of US Proxies: Ukraine, Israel, and Taiwan

US tightens rules on AI chip sales to China in blow to Nvidia

US tightens rules on AI chip sales to China in blow to Nvidia

Nvidia chief executive Jensen Huang told the Financial Times earlier this year that the 2022 controls had left the Silicon Valley company with its “hands tied behind our back” by barring sales of its most advanced chips to China. He has said further restrictions could seriously harm US chipmakers by eating into their ability to finance investment.

H/T: Jason Hunt

Related:

Updated US export controls could cover ASML’s workhorse machine, dealing China’s chip ambitions a heavy blow

China ups export curbs on key EV battery component, safeguarding graphite amid US tensions

TSMC Arizona chip plant will be a paperweight, says analyst

The TSMC Arizona chip plant is behind schedule, over budget, and the subject of contention in online forums – and now an analyst says that it will be little more than a useless paperweight, even when it does finally begin production.

Not only will it only make chips for older Apple devices, but it can’t even complete the process of making those without sending them back to Taiwan for final assembly …

TSMC Arizona chip plant will be a paperweight, says analyst

The U.S. would destroy Taiwan’s chip plants if China invades, says former Trump official

The U.S. would destroy Taiwan’s chip plants if China invades, says former Trump official

Still, I was caught off guard by O’Brien’s candor. It occurred to me at that moment that this national security advisor, cleared at the highest level of state secrets, probably knew whether there is some sort of “end TSMC” action plan should the U.S. and allies not stop China from taking control of Taiwan. O’Brien didn’t explicitly say there was such a plan, but when I asked if Taiwan’s chip production facilities would really be “gone,” he said “I can’t imagine they’d be intact.”

O’Brien = Swamp creature.

Previously:

Chip Geopolitics: If China Invades, Make Taiwan ‘Unwantable’ by Destroying TSMC, Military Paper Suggests