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Latest activity

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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 ...

Jun 3, 2026
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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...

Jun 3, 2026
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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...

Jun 3, 2026
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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...

Jun 3, 2026
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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...

Jun 3, 2026
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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...

Jun 3, 2026
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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...

Jun 3, 2026
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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...

Jun 3, 2026
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

Jun 3, 2026
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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

Jun 3, 2026
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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 >...

Jun 3, 2026
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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...

Jun 3, 2026
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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...

Jun 3, 2026
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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...

Jun 3, 2026
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Paul2 replied to the thread If Taiwan Falls, the Fabs Burn: Why TSMC's Destruction Is the Inevitable Outcome of a China Invasion.

Yes, but where from the chemicals, wafers, targets, liners, gasses, and other expendable supplies for those fabs in USA, JP, SK, EU will...

Jun 3, 2026

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