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Cake day: June 23rd, 2023

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  • This is true, China doesn’t care. I’m actually confused about the narrative around China wanting to take TSMC. Even the most cursory glace at the situation should make it obvious this isn’t one of China’s goals. This is because these EUV machines don’t work on magic. They work on knowledge and spare parts. Even in the unlikely scenario that China somehow invades and these machines aren’t destroyed by either China or the retreating Taiwanese, they aren’t going to be able to operate them and more importantly get spare parts to keep them running. They’d at best be used to disassemble and review.

    All of this ignores the fact that China is already at 5nm using their own equipment anyway. For the extra 2nm of difference between TSMC’s 3nm to SMIC’s 5nm isn’t large enough to rationalize anything close to what they’re talking about. It’d be cheaper to just keep subsidizing the Chinese industry rather than invading.

    All of this is to say, that China may or may not invade, but TSMC isn’t on the list of reasons. If anything, it’s on the opposite end. China has a LOT of motivation to bomb TSMC to prevent the west from getting chips as if TSMC is gone, then suddenly Chinese 5nm are pretty much the most advanced chips in the world (besides Samsung). Thus, the real conclusion is we need to invest in Samsung, which surprisingly isn’t happening for whatever reason is beyond me.




  • No, I’m only stating their formal argument to the best of my ability to explain it and ignoring speculation. Now, if I WERE to speculate, I’d say what you’re saying is probably closer to the truth. For Russia at least I’m almost 100% certain that’s the reason. China is very different. I’d argue that China’s stance has nothing to do with Russia, USA or Taiwan. There’s this weird myopia when it comes to China and their interests. China’s interests span far greater than those three little pieces of land.

    No, for China I’d argue we’d first need to ask who is their audience for this. That answer is the other nations in the middle east. Saudi Arabia, Egypt, UAE, etc… China has been trying to formulate a narrative that they are friends to Muslims regardless of the accusations of what they are doing in XinJiang. So, it’s almost certain China’s stance comes from conversations with those nations. So technically they are telling the truth in the sense that their saying what others are telling them. Reality is it’s just to win favor over the oil producing nations so they have stable supplies of energy.

    *Edit. Essentially what I think China is saying to the middle eastern world is you have a veto with me, the same way India has with Russia.


  • So I want to be upfront and say I don’t really agree with their argument, but I do understand it. What Russia and China are saying is by tying the ceasefire to the release of hostages is unfair to the Palestinian side. This is because they lose all leverage and then would be easy targets for Israel who doesn’t seem to mind bombing Palestinian civilians.

    My issue is that technically the only reason their bombing is because of the hostages and perhaps if they release the hostages peace talks can begin. The opposite of that argument is it will allow Israel to be even more aggressive after the temporary cease fire is ended.

    I don’t know, but that’s the argument.



  • What’s crazy to me is Putin had such an opportune chance to control the narrative and try to pull the far right to his side. He could have done this by speaking to anti-LGBTQ stuff or talk about traditional families. But instead he spent his time talking about a perverse Russian history that some how blames Poland for Hitler’s aggression.

    Putin had a chance to control the narrative, but instead ranted on like a crazy old man. So win for the west, but what a strange story.


  • While that’s true, I would argue the total human cost is similar. Your estimates do not count stolen and killed Ukrainian civilians. Adding those would make the numbers far closer, especially since no Russian civilians are caught in this conflict so far.

    Not saying any of this is OK. Just unfortunately the numbers are very similar. War is miserable.

    *And yes, the fact that Ukraine is suffering more losses due to the fact that it’s Russia invading absolutely makes Russia the bad guy here. I’m just pointing out that the losses are unfortunately very close.