The entire construct of Taiwan was about stealing the chip industry from US. And Trump said its all coming back.
I have heard from a couple Japanese channels that there are some major lawsuits pending against TSMC in US. Who knows, it may all get resolved nicely.
Without chips, Taiwan is not gonna be a piece of meat that China wants to sink its teeth into. Or maybe without chips, Taiwan can't survive on its own and would go back and get unified with China.
One thing I have learnt so far - every problem we see was created to be unsolvable. And Trump solves them by thinking outside the box.
I have a feeling that more is going on in all of these new “data centers” than many think. Sure, AI, but what if they’re onshoring chip manufacturing and such. The US is stupid to be so dependent on one company in Taiwan. Hell, even during COVID, Ford couldn’t complete vehicles because of the lack of semiconductors. Read up on semiconductor manufacturing lead times because they are months if not years. Trump (and the US military) know that this dependency must be dealt with.
Here is my thinking. Chips will be on-shored without a doubt for sure (Trump made that much clear, and its the only big bottleneck that has kept Globalists still optimistic) but when that happens I think the hardware costs are gonna plummet and unleash the next generation of tech. My guess is that we will all be having one or two robotic AI assistants to do all the manual work in the next 10 years.
Someone just posted Trump talking about this
The entire construct of Taiwan was about stealing the chip industry from US. And Trump said its all coming back.
I have heard from a couple Japanese channels that there are some major lawsuits pending against TSMC in US. Who knows, it may all get resolved nicely.
Without chips, Taiwan is not gonna be a piece of meat that China wants to sink its teeth into. Or maybe without chips, Taiwan can't survive on its own and would go back and get unified with China.
One thing I have learnt so far - every problem we see was created to be unsolvable. And Trump solves them by thinking outside the box.
I am just gonna chill and watch Trump.
Definitely. But it seems to be a wrinkle in the timeline.
I have a feeling that more is going on in all of these new “data centers” than many think. Sure, AI, but what if they’re onshoring chip manufacturing and such. The US is stupid to be so dependent on one company in Taiwan. Hell, even during COVID, Ford couldn’t complete vehicles because of the lack of semiconductors. Read up on semiconductor manufacturing lead times because they are months if not years. Trump (and the US military) know that this dependency must be dealt with.
Here is my thinking. Chips will be on-shored without a doubt for sure (Trump made that much clear, and its the only big bottleneck that has kept Globalists still optimistic) but when that happens I think the hardware costs are gonna plummet and unleash the next generation of tech. My guess is that we will all be having one or two robotic AI assistants to do all the manual work in the next 10 years.
I agree. AI and robot development are exponential. We already know what is PUBLICLY available today. 10 years is a human lifetime.