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Latest activity

What's new Featured content New posts Latest activity

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jorgequinonez reacted to Daniel Nenni's post in the thread If Taiwan Falls, the Fabs Burn: Why TSMC's Destruction Is the Inevitable Outcome of a China Invasion with Like.

What do you think will happen to the US, Japan, and German TSMC fabs if Taiwan falls? There is a paper like this from the US Military...

Wednesday at 7:51 PM
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jorgequinonez reacted to Xebec's post in the thread If Taiwan Falls, the Fabs Burn: Why TSMC's Destruction Is the Inevitable Outcome of a China Invasion with Like.

How vulnerable (self-sufficient) is China right now if Taiwan ceased to exist as part of the chip market? I assume it's still a ...

Wednesday at 7:51 PM
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jorgequinonez reacted to Paul2's post in the thread If Taiwan Falls, the Fabs Burn: Why TSMC's Destruction Is the Inevitable Outcome of a China Invasion with Like.

I think this theory is only a wishful thinking existing to justify existence of a few nebulous academic disciplines. In practice, and...

Wednesday at 7:51 PM
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jorgequinonez reacted to rinoali's post in the thread If Taiwan Falls, the Fabs Burn: Why TSMC's Destruction Is the Inevitable Outcome of a China Invasion with Like.

Hope to say something about this topic. In China , most people think we won‘t get TW back by military path, unless TW try to become a...

Wednesday at 7:51 PM
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jorgequinonez reacted to Daniel Nenni's post in the thread If Taiwan Falls, the Fabs Burn: Why TSMC's Destruction Is the Inevitable Outcome of a China Invasion with Like.

From my experience with my Chinese based friends the younger generations are much more against a military takeover of Taiwan than the...

Wednesday at 7:51 PM
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jorgequinonez reacted to Paul2's post in the thread If Taiwan Falls, the Fabs Burn: Why TSMC's Destruction Is the Inevitable Outcome of a China Invasion with Like.

A run on dollar. In case of conflict, no Chinese trinkets for countries to spend USD on. Bonds burn, savings burn, stock markets burn...

Wednesday at 7:51 PM
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jorgequinonez reacted to Daniel Nenni's post in the thread If Taiwan Falls, the Fabs Burn: Why TSMC's Destruction Is the Inevitable Outcome of a China Invasion with Like.

Agreed, but more to the point: In my opinion, with the current administration, the TSMC US fabs will be taken over by the US Government...

Wednesday at 7:51 PM
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jorgequinonez replied to the thread If Taiwan Falls, the Fabs Burn: Why TSMC's Destruction Is the Inevitable Outcome of a China Invasion.

After the fabs are destroyed, I could see electronic devices made with N2 node silicon commanding a high price because it was...

Wednesday at 7:50 PM
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bilau replied to the thread What are AI PCs that Nvidia's Jensen Huang is betting on?.

I can see a lot of use cases for edge inference, but these seem most likely going into specific devices like cars, cameras, glasses...

Wednesday at 7:45 PM
Daniel Nenni reacted to Barnsley's post in the thread AI 'chipflation' spreading from data centers to wider economy, Morgan Stanley warns with Like.

I wish I thought up "Chipflation" its a good word! Sadly this price inflation for end product is not trickling down the chain

Wednesday at 7:33 PM
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Barnsley replied to the thread AI 'chipflation' spreading from data centers to wider economy, Morgan Stanley warns.

I wish I thought up "Chipflation" its a good word! Sadly this price inflation for end product is not trickling down the chain

Wednesday at 7:31 PM
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bilau replied to the thread If Taiwan Falls, the Fabs Burn: Why TSMC's Destruction Is the Inevitable Outcome of a China Invasion.

I don't know how much sway that is, though. . I submit that the correct pecking order for geopolitics should be: ideology > politics >...

Wednesday at 7:26 PM
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Barnsley reacted to Daniel Nenni's post in the thread AI 'chipflation' spreading from data centers to wider economy, Morgan Stanley warns with Like.

June 3 (Reuters) - Soaring memory chip prices driven by massive AI demand risk stoking "chipflation," Morgan Stanley analysts cautioned...

Wednesday at 7:20 PM
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Barnsley replied to the thread If Taiwan Falls, the Fabs Burn: Why TSMC's Destruction Is the Inevitable Outcome of a China Invasion.

I am hopeful the youth of today .... sub-40 will be able to remove these sad old men clinging onto their yesterdays and move the world...

Wednesday at 7:17 PM
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Barnsley reacted to Daniel Nenni's post in the thread If Taiwan Falls, the Fabs Burn: Why TSMC's Destruction Is the Inevitable Outcome of a China Invasion with Like.

From my experience with my Chinese based friends the younger generations are much more against a military takeover of Taiwan than the...

Wednesday at 7:12 PM

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