> As soon as China catches a whiff of the program, it’s an instant invasion
This is correct and why any such project would need to be intensely covert and/or externally facilitated.
> doctrine of Mutually Assured Destruction (MAD) rests on both parties being left in guaranteed ruins
You don’t need MAD. Tehran isn’t aiming for MAD with America, and neither is Pyongyang. The threat of even a tactical retaliation has, to date, been sufficient to keep great powers at bay.
Oung is speaking the language of deterrence and non-proliferation; we are past that, unfortunately [1].
The risks don’t outweigh the potential benefits. Building a functional nuke isn’t an operation with a couple of laptops and internet connection. Also, Taiwanese economy is extremely tied to China. Things aren’t really black and white here. It’s not like all Taiwanese hate all mainlanders, nobody flies between countries and etc. Supermajority of people actually support status quo, rather than aiming for complete independence. It’s not an easy thing to balance.
Good neighbours, strong fences. You don’t need to hate your neighbour to appreciate sovereignty. If anything, returning to mutual respect between Taipei and Beijing, a stance which was being moved towards until Xi, should further cross-strait ties.
There's a huge reason for Taiwan to announce that: their primary opponent already has nuclear weapons!
The reason Israel is heavily encouraged to maintain nuclear strategic ambiguity is an attempt to dissuade the entire Middle East from developing nuclear weapons in response.
Now that I’ve calmed down a bit, I agree with your assessment. The optics game is so important, but Taiwan is in an impossible situation.
If I were China, I would give them relative economic independence if they limit advanced process silicon to other countries and let Huawei and others monopolize the advanced nodes. The US at present does not appear to be a dependable partner.
I old enough remember morons celebrating Taiwan’s “independence” from England. Yea… about that though. Thing everyone logical knew would happen, happened.
They've said so as much that they plan to give it a similar to hong kong style government if they wilingly join, and from the latest trump Q&A it almost confirms that once America has TSMC fabs running in their country they won't care to protect Taiwan.
Being a realist Taiwan joining China willingly under those conditions before they basically technology transfer to America and make themselves worth much less (In China's eye), is their best bet, or I would say if ASML wasn't a thing.
Sadly for Taiwan they are between a sword and a wall, ASML is required for them to continue innovating, if they were to annex themselves to China they would lose access to EUV and High NA EUV and basically lose their ability to produce sub 5nm semiconductors no matter how talented they are, and I don't think that SMEE in China is close to EUV let alone High NA EUV.
I understand this comment will upset some people but I tried to be a realist about what would happen if things were to hit the fan
China is huge, huge things don't do subtlety well over any long timeframe. It is hard enough to get people to do move in sync with clear communications, let alone when there are confusing signals.
If China says they want control of Taiwan, the base scenario is they are serious. The only thing holding them back is how expensive it is to execute on that want. Although since the action is off the Chinese coast and China appears to be stronger than the US right now I don't see how this ends well for Taiwan.
It's not just expense, it's generalized threat aversion.
Even if China can control the waters around them, they may find them selves boxed in. It doesn't take a lot of sunken cargo ships for operators to refuse to run the boats
Taiwan has most of its trade with China (like it or not).
There are numerous things that are e.g. illegal in China but "legal" in Taiwan and so Chinese business is conducted there e.g. online gambling sites.
Then there are plenty of Taiwanese companies that end up being a disguise for China 1 way or another e.g. to bypass sanctions (well so is Singapore as per recent news on nvidia gpu smuggling). 1 of the best examples is VIA technologies, that helped China create x86 CPUs back in the days.
A lot of Chinese gangs in Asia used to operate out of Hong Kong. When 1997 happened (i.e. return to China), most of them gave up or moved to other places like Taiwan since China has the death penalty.
> Taiwan has most of its trade with China (like it or not).
Does that make it a place for shady deals?
> There are numerous things that are e.g. illegal in China but "legal" in Taiwan and so Chinese business is conducted there e.g. online gambling sites
Gambling is illegal in Taiwan
> Then there are plenty of Taiwanese companies that end up being a disguise for China 1 way or another e.g. to bypass sanctions (well so is Singapore as per recent news on nvidia gpu smuggling). 1 of the best examples is VIA technologies, that helped China create x86 CPUs back in the days.
Where do you expect them to go then? It's the most logical place.
> Gambling is illegal in Taiwan
They aren't offering gambling services in Taiwan to Taiwanese people. Hence it's definitely a gray area.
> Citation needed
VIA technologies? Too old, link likely wiped, but you can look the history. VIA technologies went into a JV with China in 2013 called Zhaoxin. Before that they literally never touched the x86 for years. There was no way for China to otherwise acquire an x86 license (this was before ARM would be a thing).
For reference you can compare it to how AMD handled a similar JV [0] and see stark differences. AMD went to long lengths to protect their IP and then stopped once they no longer needed to.
If we have to keep going, HTC also eventually suffered a similar but different fate. Funny that both companies have something to do with a certain someone...
That's too simplistic. Even a dictator has to balance many things - the loyalty and competency of his generals, prevailing sentiments of his troops and of society in general, and much more. Large scale dissent is problematic even to authoritarians. An extended strike by key workers, like truck drivers, could cause outright collapse and regime change, so can a military coup by disgruntled troops.
What Xi has said so far may have been misrepresented by the media, and exaggerated to rally public support for the new Cold War and for more military spending. What Xi actually said is he would not allow formal independence of Taiwan, and that he prefers closer relations/integration with Taiwan for an eventual "reunited" outcome, saying nothing of the status quo or that he would change it by force. For as long as the economic deterrence exists, I highly doubt that a war would happen over Taiwan barring one of 2 scenarios: 1)Taiwan declears formal independence by amending its Constitution, or 2) western troops, bases, or "security guarantees" are established over Taiwan
Well, I hope they don't. Unless you know something the rest of the world doesn't China has Taiwan seriously outmatched both economically and militarily. The main question is if China takes minimal or significant losses in the event of an attack.
I could say the same to you. Never in the history of humanity has there ever been an amphibious assault as large as would be required and over as far a distance as the Taiwan straight. And Taiwan is a veritable fortress. A warrens’ nest of hidden antiship missiles and ammunition sites.
Taiwan is composed of the refugee losers of the Chinese civil war. That gives them zero legitimacy to continue as anything but a breakaway state occupying a formerly Chinese province.
> Taiwan is composed of the refugee losers of the Chinese civil war
By this logic China should be returned to the winners of the Opium Wars [1]. No countries for losers! (To say nothing of the CCP’s inaction against Imperial Japan in WWII [2].)
Anyone can come up with reasons for stealing stuff based on decades, centuries or millennia-old gripes. What matters is where the people alive today live and how they identify. For good reason, the Taiwanese have been drifting away from China since Xi.
> do the winners of the Opium Wars have a verifiable historical claim to the land for thousands of years?
No. Similar to how the Han Chinese don’t have one to Tibet (and other parts of modern-day China).
Practically all land touched by humans has multiple verifiable historical claims to it. The further back we go, the more there are and the more ambiguous they become. The only thing we can say with certainty is who is there today. Every other path means violence and is honestly a bit stupid.
Oh I’m sorry, did you forget that it wasn’t Han Chinese that laid claim to Tibet during the Qing dynasty, whose emperors were Manchus (even though Han was and still is the main ethnic group)?. But snark aside, your argument doesn’t address my central point.
> Current administration is fast tracking nuclear prolifiacian.
This is correct. Gone are the days when countries could count on the US to provide some protection against illegal invasions. All nations without nukes have to be considering them seriously now. Sure, they signed the NPT. But agreements no longer mean what they used to. Russia violates most of the agreements it signs. US already trashed the Budapest memorandum that it signed in 1996. We were supposed to provide security to Ukraine in exchange for them giving up nukes.
>US already trashed the Budapest memorandum that it signed in 1996. We were supposed to provide security to Ukraine in exchange for them giving up nukes.
This is a common misconception. If you read the memorandum (it's rather short) you'll see it isn't true. We only promised to seek UN Security Council action. We went far beyond that.
Whether or not it's a misconception, and whether or not the US are faithful to the treaty while weaseling out of helping Ukraine, is irrelevant.
A treaty where the guarantor is known to give sketchy legal interpretations about why them backstabing you is actually faithful to the treaty they signed is barely more useful than a treaty where the guarantor won't honor their word.
The ripple effect is already there: many NATO country are now wondering whether the alliance is worth the paper it’s written on.
That's not how I interpreted it: "...if Ukraine should become victim of an act of aggression or an object of a threat of aggression in which nuclear weapons are used." I interpreted that as either conventional aggression, or threat of nuclear aggression.
The language does seem really ambiguous though. I'm surprised it wasn't written more clearly.
It’s also a common misconception that NATO article 5th means immediate military action by rest of the alliance. It actually says that an armed attack against one shall be considered an attack against all, but crucially, the assistance provided is “what each of them deems necessary”
With the current administration I’m not convinced the US assistance that it’d “deem necessary” would amount to anything more than a call to Vladimir Putin to see how best to help him.
Fair point. I only worry that trump might decide to play them both ways.. extort investments for protection, then reneg the help unilaterally on a whim.
> extort investments for protection, then reneg the help unilaterally on a whim
I would be surprised if he doesn't do this, judging by his long track record of not paying his contractors and business partners after receiving their goods and services.
But it's very worth pointing this out. The Taiwanese announcement is just an announcement. When a chip, any chip, rolls off the line (from this investment) let me know.
The reality is that in 4 years Trump will be gone. Building a plant will take longer than that. This is nothing more than good PR.
Plus Trump's administration (and his personal direction of the government) is likely weaker in policy and governance skills and experience so it'll be easier for TSMC to get away with stringing them along.
You're being awfully generous thinking this needs to look real for years. If similar big announcements are any guide then the administration will have moved onto some other shiny object in a matter of days or weeks and will never return for any followup.
Besides, that rests on the assumption that the US is going to have a “free and fair” election in 2 and 4 years. Trump said loud and clear on the campaign trail that you need to come out and vote for him just this one last time. Won’t need to vote afterwards at all, they’ll fix it.
This seems like one of the promises he’d be really inclined to hold, if he can.
I'd guess they looked at their options and decided this was the best hedge.