Comment by dgfitz 5 days ago
Until 2027, yes.
https://www.tomshardware.com/pc-components/gpus/tsmc-is-repo...
"TSMC does not have an advanced packaging facility in the U.S., and its partner Amkor will only start packaging chips in Arizona in 2027. As a result, Blackwell AI silicon produced in Arizona will need to be shipped back to Taiwan for final assembly, as all of TSMC's CoWoS packaging capacity remains in Taiwan."
Would be interesting if China uses drones with technology from Taiwan to invade Taiwan.
But they don’t have energy independence or food security yet, which is kind of a hard requirement for an invasion.
There’s not enough rail lines and gas pipelines from Russia to feed them with significant quantities of fossil fuels.
Imagine how bad Russias invasion of Ukraine would’ve been without energy independence and food security. The invasion of Taiwan is an order of magnitude more difficult, and Taiwan now has the recipe for how to knock out the entire naval fleet of a more powerful nation (see how Ukraine has essentially incapacitated Russia in the Black Sea).
Except TW TFR even worse than PRC TFR, and ultimately scale effect takes over - PRC with crippled TFR still generates about as much male new borns per year than TW has men 18-40 total. PRC still on trend to generate 3-4x more MEN than US projected to add population per year, incidentally around the same as active duty military... having enough bodies is not going to be an issue for decades. Having enough nukes is.
The population of 18-30 year old males is generally what matters for an invasion and China has been shrinking that for a long time. The rest of the population can plan the invasion, but they rarely actually do it. (a few countries also invite young females to an invasion, but that is not normal)
I'm not sure where GP's 25% comes from. But there have been various assessments that China intends to "reunify" with Taiwan by 2030. [1] Xi Xinping has also instructed the PLA to be prepared to invade by 2027. [2]
If you then ask yourself whether China would rather invade during the Trump administration (with its tendencies towards isolationism and "deal making") or roll the dice on a subsequent U.S. administration, you might find yourself thinking that the odds actually seem considerably higher than 25% that this could happen in the next four years.
To the extent that this narrative comes via the U.S. intelligence/defense community, one has to assume that it may biased towards exaggerating the threat. I for one hope that is the case, since I do not want to see a U.S.-China conflict any time soon. At the same time, I unfortunately don't think it's likely to be completely baseless.
[1] https://media.defense.gov/2023/Apr/24/2003205865/-1/-1/1/07-...
[2] See, e.g., https://cimsec.org/the-maritime-convoys-of-2027-supporting-t... https://thehill.com/policy/defense/4547637-china-potential-t...
Given that there may be a 25% chance that China invades Taiwan by 2030, having the ability to package SOTA chips in the US by 2027 seems "soon enough".