Geo Political Risk

[BlackPeter]

From my own reading it appears that Taiwan makes the most sophisticated chips because its IP is is fact superior to the US.

That's why the US is racing to build at least 2 chip megafoundries in partnership with Intel to transfer the IP back to the US and up its own game in the nanometer chip dimension races.

If Taiwan's foundries fall under Chinese control intact, then China will gain that IP and leave the West behind in the race to future technologies.The West could effectively be sidelined from the most advanced technologies, becoming merely a tech user and no longer a tech innovator. The US has the best science perhaps but its technology is now lagging the likes of Taiwan at least in chip manufacturing.

There's a huge amount at stake - whoever owns or allies with Taiwan, owns the future itself...

While it is correct that Taiwan produces some of the most sophisticated computer chips in the world, my understanding is that they could not continue to do so without continuous support from the West.

While their manufacturing technology is one of the best ... you need some other stuff as well to continue the production. You need highly sophisticated tools which are manufactured in Europe and in the US ... and you need software (which continuously needs upgrades - sigh) made in the US. Taiwan has neither the IP for the tools nor for the SW - and given that all these things are under export control, they would not get this stuff anymore (neither replacement, nor maintenance) if they belong to the PRC.

Everybody would loose, but yes, the US obviously tries nevertheless to make themselves independent from Taiwan's manufacturing capabilities.

[Panda-NZ-]

While it is correct that Taiwan produces some of the most sophisticated computer chips in the world, my understanding is that they not could continue to do so without continuous support from the West.

While their manufacturing technology is one of the best ... you need some other stuff as well to continue the production. You need highly sophisticated tools which are manufactured in Europe and in the US ... and you need software (which continuously needs upgrades - sigh) made in the US. Taiwan has neither the IP for the tools nor for the SW - and given that all these things are under export control, they would not get this stuff anymore (neither replacement, nor maintenance) if they belong to the PRC.

Everybody would loose, but yes, the US obviously tries nevertheless to make themselves independent from Taiwan's manufacturing capabilities.

They (US) have a lot to learn from the Asia region on how to automate.

Factories can run 24/7 even during holidays if automation is entirely seamless.

[causecelebre]

Trapped Ion Quantum computing is the future. Not next year. Five years? 10?

[Panda-NZ-]

Russia explodes satelitte causing 3k+ pieces of space debris.

https://edition.cnn.com/2021/11/15/p...scn/index.html

SpaceX may have to cancel their plans, hehe if only, Elon's ego won't allow for that.

[Davexl]

Meanwhile in fast cooling Europe / UK...

A winter energy crisis looms for Europe as Putin tightens his grip

https://www.smh.com.au/business/the-...18-p599xo.html

[GTM 3442]

Interesting times in the east don't always involve gas. . .

https://www.scmp.com/news/china/dipl...mpaign=3156794

[Davexl]

January timeframe for Ukraine?

U.S. Intel Shows Russian Plans for Potential Ukraine Invasion

https://www.bloomberg.com/news/artic...raine-invasion

(Paywalled)

[THEONE]

January timeframe for Ukraine?

U.S. Intel Shows Russian Plans for Potential Ukraine Invasion

https://www.bloomberg.com/news/artic...raine-invasion

(Paywalled)

I think when China invades Taiwan, Russia will probably invade Ukraine. Maybe is getting prepared.

[BlackPeter]

I think when China invades Taiwan, Russia will probably invade Ukraine. Maybe is getting prepared.

Possible, but China probably waiting until Xi confirmed as dictator for life. Next Communist Party get together and praise the communist lord is in Q4 2022 - i.e. we still might have some grace period.

[THEONE]

Possible, but China probably waiting until Xi confirmed as dictator for life. Next Communist Party get together and praise the communist lord is in Q4 2022 - i.e. we still might have some grace period.

Hope Sky sell their land before then...