Nvidia desperately seeks engineers for its Taiwan R&D center. They even accuse you of “stealing them” to TSMC

Nvidia smiles at the future. The pulse held by the US and China governments is degrading their business in the latter country because the US administration prevents them from selling its chips to its Chinese clients to artificial intelligence (Ia) more powerful. Even so, the company led by Jensen Huang currently monopolizes about 90% of the market of the GPUs for Ia. It is likely that in the medium term its quota will be reduced against the presumable growth of competitors such as Huawei or AMD, but right now Nvidia has no reason to worry. And it does not have them because the semiconductor market to grow a lot over the next few years. According to the AMR consultant (Allied Market Research) In 2031 it will have a turnover volume of More than 263,000 million dollars. It is a real barbarity, especially if we are in mind that in 2021 its business amounted to just over 11,000 million dollars. Although the NVIDIA quota is reduced during the next few years, it is reasonable to assume that its business volume will be increased by market growth. The problem facing this company is now another. This is what the engineers who hire in Taiwan pay Nvidia’s directive dome seems to be very clear about what to continue growing next to the AI ​​chips market for data centers: expand. It is about it. However, we must not overlook that this company is dedicated to the design of integrated circuits, so it does not need to invest in the construction of semiconductor manufacturing plants; What needs to expand its network of research and development centers (R&D). And Taiwan is a very attractive destination. Nvidia already has an R&D center in Taiwan, and is launching another The semiconductor industry is The main support of the island’s economywhich has caused Taiwanese universities to develop specialized training programs that seek to place the highly qualified technical staff on the labor market that They require companies such as TSMC, UMC or Foxconnamong others. Nvidia already has an R&D center in Taiwan, and is launching another. However, you are facing a very serious problem: it is having many difficulties in recruiting the highly qualified engineers you need. It is surprising, but although in Taiwan thousands of engineers are formed every year, the companies of the island have a hard time recruiting as many as they need. Even to TSMC. To solve this problem NVIDIA has chosen to offer very high wages. An engineer who has just finished his studies and, therefore, has no experience, pays him a maximum salary of $ 83,000 annually. And an experienced engineer up to 185,000 dollars a year and a very juicy bonus. According to the Taiwanese medium EBC News Nvidia’s aggressive salaries’ policy responds to the need for attract TSMC engineers highly qualified. It does not seem crazy. After all, the law of supply and demand works. Image | Nvidia More information | Tom’s hardware In Xataka | Nvidia has to deal with the absolute distrust of several US legislators. His plan in China is in danger

Taiwan investors are preparing for hypothetical invasion for China. And they don’t know where to hide

Donald Trump’s return to the White House has marked a turning point in the relationship held by the US and China. The commercial and technological war between these two powers It comes from afarbut The aggressive policy of tariffs that has deployed, although even in a little consistent way, the US administration has fueled the loop. The tension between countries led by Xi Jinping and Donald Trump is maximum, and Some experts believe That at the current situation the probability that China decides to invade Taiwan is higher than ever. In the 50s of the last century China was a very different country from the current one. He Chinese Communist Party Led by Mao Zedong he had defeated the nationalists who made up the Kuomintang after almost three decades of armed conflict. Imperial power He had disappeared and the country had embarked on very deep structural changes that culminated in the birth of the People’s Republic of China in 1949. The members of the Kuomintang retired to Taiwan that same year, and since then the shadow of the invasion looms over this island. Foreign investors in Taiwan recognize that they do not have a plan B “If an aggression against Taiwan occurs the investment decision becomes binary: either we stay exposed and absorb extreme volatility, or we quickly leave to preserve capital.” These words Steve Lawrence has pronounced themInvestment Director of the Swiss company Balfour Capital Group. From his statement it follows with absolute clarity that foreign investors who have opted for Taiwanese companies do not know how to proceed if there is finally an armed conflict between China and Taiwan. “TSMC is so great that investors’ expectations argue that the US will defend Taiwan. And he will do it strongly” The panorama paints badly. According to Reuters Foreign investors have retired almost 11,000 million dollars from the Taiwan sharing park during this year due to the fear of impact that tariffs on the global economy will have and in the relationship that USA and China support. The government of Joe Biden formalized that if China intervened militarily in Taiwan, the US would respond. However, the administration led by Donald Trump has not yet confirmed whether to defend the island militarily in the hypothetical scenario that China chose to invade it. Anyway, this situation in which instability prevails mainly condition a Taiwanese company: TSMC. This company is The largest semiconductor manufacturer on the planetand, therefore, it is Taiwan’s authentic jewel. In fact, he greatly supports his economy. This company quotes both in the Taipéi stock market and in the New York and the stock market brought the stock market alone at the beginning of this year. “TSMC is so great that the expectations of investors argue that the US will defend Taiwan. And it will do it strongly,” has declared Mikesh DaveInvestment Director of Araval Asset Management, a global arbitration background based in Singapore. Elbridge Colby’s position, one of Donald Trump’s trusted advisors, is aligned with this strategy. This tweet Posted by him In May 2023, it clearly reflects what the policy that defends with the purpose of deterring the Xi Jinping government: “We would be crazy if we allowed us TSMC falls intact to China” According to Gina Raimondothe former Secretary of Commerce, “USA buys 92% of her avant -garde chips from TSMC in Taiwan.” Colby’s tweet that I have mentioned in the previous paragraph suggests that the US should do everything in his hand to prevent China from appropriating the plants that TSMC has in Taiwan. However, during the last two years Colby has not been satisfied with insinuating this idea; He has publicly declared That if China invades Taiwan what the US should do is destroy the TSMC factories and not allow this initiative to fall on the Taiwanese government. Image | TSMC More information | Reuters In Xataka | The US confesses its worst nightmare: if China invades taiwan and controls TSMC the US economy will go to pique

The new US tariffs penalize Taiwan almost as much as China. And its chips industry is the most damaged

The tariffs imposed by the administration led by Donald Trump They are here. The current US president has used this pressure tool throughout his electoral campaign, and just two and a half months after returning to the White House is running your promise. These taxes affect most of the countries with which the US maintains a commercial relationship, among which Spain is, but Taiwan presumably is One of the most damaged. And it is that the Trump government is determined to do everything necessary for the US to recover leadership in the semiconductor manufacturing industry. At the moment In Asia they occur 90% of memory chips, 75% of microprocessors and 80% of silicon wafers. However, the most outstanding country in this continent in this sector is Taiwan, with a production of 90% of high integration chips and 41% of microprocessors. This is the exemplary punishment to Taiwan: some tariffs of 32% The US administration is already taking the necessary measures to cause US companies to buy integrated circuits made of homeland. The tariffs you are approving They largely pursue this objective, and, despite the alignment in the geopolitical field that support the US and Taiwan, the manufacturers of Taiwanese chips are not at all safe from the tariffs. In fact, Donald Trump made a statement at the end of January which he presented his intentions with total. “In the very close future we will impose tariffs on foreign production of computer chips, semiconductors and pharmaceutical products to return the manufacture of these essential goods to the US” “In the very close future we will impose tariffs on foreign production of computer chips, semiconductors and pharmaceutical products to return the manufacture of these essential goods to the US (…) went to Taiwan; Now we want them to return. We do not want to give them billions of dollars in the ridiculous Biden program. They already have billions of dollars. They don’t need money; They need an incentive. And the incentive will be that they do not want to pay a tax of 25, 50, or even 100%, ” The current US president declared. The near future of which speech has already arrived. As explained The countryon Vietnam there are 46%tariffs; About Cambodia, 49%; over China, 34%; and about Taiwan, 32%. The case of the nation led by Xi Jinping is a bit special because the new tariffs approved by the administration of Donald Trump are added to those who had been deployed by the US government previously, which makes a total of 54%. Even so, to some extent it is surprising that Taiwan comes out so disadvantaged. In any case, in regard to this last country, this measure is consistent with the statements in which Donald Trump anticipated that he wants the US to recover leadership in the semiconductor industry. However, Taiwan still has an oxygen ball, although It seems that it will not last long. And is that an epigraph of the newly announced tariff plan Expressalthough in an unclear way, that tariffs for some specific products, such as semiconductors or medicines, will not yet come into force. In that case they will presumably be temporarily subject to the universal tariff of 10%. In Xataka | The USA hits China again with a double purpose: to stop the development of its hypersonic superorders and missiles In Xataka | What’s behind the chips megafabrica that TSMC and Samsung plan to build in Arab Emirates

China has surrounded the island of Taiwan again. The problem is that we now know the US response if there is an invasion

China lo has done againand this time he has a very clear recipient. Beijing has started Your second day of large -scale military exercises around Taiwan. The number of troops and the enormity of the fleet that is currently in the area is a direct response to The statements From the Taiwanese president, Lai Ching-Te, who had defined China as a “hostile foreign force” announcing measures to counteract the interference and espionage of Beijing. The problem: A document He has revealed what the US response would be. A warning. According to the spokesman The popular liberation army, the maneuvers that are currently taking place simulate the total control of the island, including maritime blocks, attacks on land and sea objectives, and control of strategic routes. As we said, this time, unlike other exercises, China made it clear that the operation It is a “punishment” Against the independence positions of LAI, who belongs to the Democratic Progressive Party and denies that Taiwan is part of China. Without crossing lines. A few hours ago, Taiwan’s Ministry of Defense reported that, only on Tuesday, they were registered 71 air incursions and the presence of 21 ships, including Shandong aircraft carrier, which operated in the vicinity of Taiwan. It should also be clarified that although none of these elements violated the limit of 24 nautical miles established by Taiwan’s adjoining zone, experts consider that maneuvers seek to raise psychological and military pressure on the island. In addition, the China Coast Guard patrol Islands controlled by Taipéithus increasing the sensation of fence. Specialists like Chieh Chung and his Tzu-Yun They pointed to New York Times That, although the military exhibition is “intimidating”, it seems calculated to avoid a direct escalation. Dual message. Although China frames these maneuvers as a reaction to Lai’s wordsanalysts consider that the message is also addressed to another nation: United States. As we have counted before, the Government of Lai has strengthened links With Washington, promising to increase military spending to More than 3% of GDP to maintain deterrence against Beijing. In parallel, the United States Secretary of Defense, Pete Hegesh, reaffirmed from Japan The American commitment With stability and defense in the Taiwan Strait, highlighting the strategic priority of preventing a forced taking of the island. In this context, China seeks, According to Amanda Hsiao and Wen-Ti Sungdemonstrate firmness before Trump’s government Without completely closing The door to the de -escalated, especially when commercial tensions persist and new US rates against Chinese products persist. However, as we said at the beginning, we now also know Washington’s response if tensions go more. Pentagon secret guide. I told the weekend in a Exclusive Washington Post. Secretary of Defense Hegesh had issued a secret guide that redefines the strategic priorities of the pentagon, almost exclusively focusing military preparation on Taiwan’s defense Before a possible attack by China and in the protection of the US territory, even at the expense of reducing its global presence. Said document, called Interim National Defense Strategic Guidancedistributed in March and classified as “secret”, instructs the Armed Forces to “assume risks” in other regions such as Europe, the Middle East and Africa, delegating much of the responsibility of facing regional threats such as Russia, Iran or North Korea. The strategy leaves no doubt: it orders the Pentagon to redirect its resources to prevent China from achieving a rapid occupation of Taiwan and strengthening the defense of strategic places in the American continent, Like Greenland and The Panama Canal. Absolute priority: a single scenario. The new orientation revealed marks a radical turn with respect to previous administrations by identifying China as the only strategic threat (“Pacing Threat”) and Taiwan’s defense as the only scenario that guides the structure of forces and the allocation of resources. In fact, the strategy Discard Russia As the main focus of planning, delegating its containment almost completely to the European forces. Plus: The anti -terrorist missions would be limited to face groups with the ability and will to attack US territory, relegating operations against militias that only destabilize their own regions. Exercises in Taiwan The Heritage Foundation report. It is the germ of the memo to which the post has had access. The document carries the fingerprint of The Heritage Foundation, a closely Think Tank Tank Linked to the Trump Administration. Moreover, the post that there are many passages that are practically identical to the Heritage report published in 2024centered on three axes: deterrence of the Chinese invasion of Taiwan, defense of the US territory and increased the military burden of the allies. Even Alexander Velez-Green, co-author of the Heritage report, currently occupies An interim key position In the Pentagon. The similarity, in fact, has already been recognized by Congress advisors, who consider that the guide is directly inspired by the recommendations of the Think Tank, which confirms The growing influence of Heritage in the American defense policy. Deployment and pressure. The magnitude of the brief is understood in figures. The plan orders to strengthen the Military presence in the Indo-Pacific With submarines, bombers, naval drones and specialized units capable of destroying fortified and underground objectives, while demanding Taiwan to increase their military spending up to 10% of GDPwell above the current levels and NATO standards. At the same time and as we said, the Atlantic Alliance is urged to assume most of the defense of Europe, leaving the United States only the role of nuclear deterrence and limited support, especially if there is a simultaneous war with China. What does Taiwan say. He counted the post A few hours ago, the Taiwanese government and analysts have received the leak of the memo with relief, although that yes, with surprise that the Trump administration has placed as the highest military priority the deterrence of a possible Chinese invasion to Taiwan. The measure, in addition, comes after months of restlessness in Taipéi for the policy of “America First” and the weakening of international commitments, including the suspension of Military assistance to Ukrainewhich made the United … Read more

The plan to empty in six days its islands closest to Taiwan

Two news in recent months have ended up becoming a revealing announcement. The first occurred at the end of January, when many of the Sakishima Islands (the closest to Taiwan) began a series of a series of any weekend Evacuation drills. Shortly after, Japan made a historical decision: deploy long -range missiles In some of these islands. How much? Enough to get to China. Now, in the face of doubts to a war conflict, it has officialized a plan. Evacuate mission. Japan has presented for the first time A formal plan To evacuate more than 100,000 civilians, including residents and tourists, of the remote islands near Taiwan, specifically Sakishima archipelagolocated at the southwest end of the country. The plan occurs in a context of growing military tension In the Taiwan Strait, where the threat of a possible Chinese invasion has generated concern in Tokyo and the international community. To be exact, the measure includes the evacuation of Approximately 110,000 residents and 10,000 tourists through the mobilization of ships and airplanes to eight prefectures of Western and Southwestern Japan, with the goal of completing the operation in a Maximum period of six days. The evacuees would be initially transferred to the island of Kyushu and from there distributed to different destinations that are already being prepared with temporary accommodations. Military and drill preparations. As we said at the beginning, the drills have been carried out In the last datesbut without great explanations about the main reason. Now, and as part of the reinforcement of security and logistics preparation, the Japanese government has announced that as of April next year it will carry out Evacuation exercises In the Sakishima Islands, which are part of the Okinawa Prefecture, a key region that houses almost 50,000 American soldiers and that has historically been considered strategic for the defense of Japan. In addition, and as we count a few days ago, the installation of units of Surface-Aire missiles on the island of Yonagunilocated only 100 km from Taiwan, and the construction of provisional underground shelters, equipped with food and supplies for at least two weeks. These measures seek to improve defense capacity in the event of an eventual attack and ensure the protection of local populations. Increasing tensions. Although the evacuation plan does not explicitly mention Taiwan, it is evident that the growing possibility that the self -governor island (claimed by China as part of its territory) becomes the epicenter of a military conflict has been the trigger for the initiative. China ha Increased military pressure About Taiwan in recent years and has not ruled out the use of force to Force “reunification”. The precedent of the Russian invasion to Ukraine and the hardening positions Geopolitics, especially after Donald Trump’s return to the presidency of the United States, has increased the fear that the Taiwan Strait becomes the next great focus of conflict in Asia. United States and the weakness of the alliance. Possibly, the key reason that has led to Japan to missile implantation long range and to formalize an evacuation plan is uncertainty with the United States. In fact, the evacuation plan has been widely Extended in Taiwanwhere it has generated worrying interpretations about the reliability of regional alliances. Many Taiwanese and local analysts see the Japanese initiative as a sign that Tokyo does not trust In which Washington, under the policy of “America First” of Trump, maintains your commitment to defense against a conflict in the Strait. To this we must add the Recent statements from Trumpquestioning the reciprocity of the United States-Japan Security Treaty and highlighting that Tokyo It is not obliged To defend the United States in case of aggression, which has accentuated these concerns. A culture broth that has led to the perception that Japan is preparing “discreetly” to ensure its withdrawal of vulnerable areas without depending on US intervention. Reinforce regional defense. As we also said, Japan, in addition to the evacuation and militarization of the Sakishima Islands, has intensified its defensive strategy through the planned deployment of long -range missiles In Kyushu, expanding its ability to respond to threats from the Asian continent. Simultaneously, the Senkaku Islandsdisputed with China and administered by Japan, continue to be a friction point that could further complicate security in the region. The Japanese government has made it clear that all these measures are part of a comprehensive strategy Based on the forecast of “imminent armed attacks”, as Yoshimasa Hayashi, chief secretary of the Cabinet said. Vulnerability in the islands. The population of the most exposed islands shares government concern. In this regard, The Guardian told That Gen Nakatani, Minister of Defense, recently recognized the “strong sense of crisis” that is perceived among the inhabitants of these islands, who have historically witnessed the territorial disputes and military maneuvers in the region. The proximity of Yonaguni and other islands of the archipelago to the Strait of Taiwan, as well as the growing presence of China in the surrounding waters, make the feeling of threat constant. Therefore, the combination of planned evacuationstrengthening shelters, Armament deployment And cooperation with Washington, despite tensions, has a fairly clear objective: reinforce Japan’s resilience to a possible military escalation. Image | US Pacific Fleet In Xataka | Japan has made a historical decision in the face of the uncertainty of the US: to display missiles that reach North Korea and China In Xataka | The Japan islands closest to Taiwan have begun to evacuate the area. They have been preparing for the worst for two years

TSMC always said that making chips in the US was more expensive than doing it in Taiwan. His Arizona plant denies it

Morris Chang is not infallible. No one is. This veteran Taiwanese engineer formed in the US is One of the most respected experts in the global semiconductor industry. After all, he founded TSMC at a historic moment, 1987, in which Taiwan occupied a very discreet position in the integrated circuit production market. His cunning is undeniable. After all, objectively has made very successful decisions at the head of TSMC. However, their forecasts are not always accurate. And is that on several occasions He has pointed out publicly That the production costs of their plants located outside of Taiwan will double in the future, which will have a direct impact on the price of the chips. This increase is a consequence of the increase in the price of energy, of the cost derived from workers’ salaries and the impact that inflation is having on the price of essential raw materials. Processing a wafer in Arizona costs TSMC less than 10% more than doing it in Taiwan In mid -April 2024 CC Wei, the executive who at that time held the reins of TSMC, clarified Morris Chang’s statements anticipating that the increase in costs derived from the manufacture of integrated avant -garde circuits in the plants that the company has outside of Taiwan would be assumed by both TSMC and its customers: “If my client wants to manufacture in a specific area (outside of Taiwan) then definitely TSMC and the client himself will have to share the increase in costs (…) We are already discussing it with our customers.” The performance of a lithographic node is crucial because it reflects its valid chip production capacity Chang and Wei’s statements have caused many analysts in the integrated circuit industry to follow the steps that this company has in Phoenix (Arizona) very closely. This avant -garde chips factory We were surprised in October 2024 When Rick Cassidy, the president of the TSMC American division, confirmed that its initial production performance had surpassed that of the comparable factories that TSMC has in Taiwan. The performance of a lithographic node is crucial because it reflects its valid chip production capacity, so that a high performance has a very beneficial impact on the competitiveness of semiconductor manufacturers. What was not yet clear was if the cost derived from the production of these semiconductors was perceptibly higher than that of comparable chips manufactured in Taiwan. Now an interesting report of Techinsightsthe respected Canadian analysis company that revealed that Huawei and SMIC had managed to produce Integrated 7 Nm circuitsshed light on this matter. According to G. Dan Hutcheson, Techinsight’s analyst signed by the article, producing a 300 mm wafer on his new Arizona plant costs TSMC less than 10% more than manufacturing that same wafer in one of its Taiwan facilities. It is explained by something that we should not overlook: the cost derived from labor represents less than 2% of the total cost. Salaries are much higher in the US than in Taiwan, yes, but Chips factories are highly automated. And equip them with the lithography machines that require essentially costs the same in the US and Taiwan. There is no doubt about one thing: they are good news for American customers of TSMC, among which are Apple, Nvidia, AMD or Broadcom. Image | TSMC More information | Techinsights In Xataka | TSMC is willing to take control of Intel chips factories. What you don’t want is to do it alone

Yonaguni’s Japanese island was known for its beauty and Bad Bunny. Now it is a military strength because of Taiwan

It is possible that until recently the vast majority of the population did not know what it was Yonaguni. In 2021, the picturesque Japanese island appeared in the “map” of millions of people when the artist Bad Bunny dedicated him A song (Singing it in Spanish and Japanese, in addition). However, the enclave, very much, will possibly be more famous over the months. Is found in the center of a war Between the United States and China, and has in front of Taiwan. Paradise in the conflict. Yonaguni, the westernmost island in Japan, is usually remembered as an idyllic corner of Crystalline waters and almost empty routes between cane fields. However, its strategic location only 110 km from the Taiwanese coast has placed it in the center of the growing tension between China and Taiwantransforming his image of tourist paradise into an expanding military enclave. The Japanese government has announced the Base extension From the self -defense forces (SDF), as well as works to extend the airport, build a port for large boats and create underground evacuation shelters. These developments have left their only 1,500 inhabitants trapped between the growing militarization and the latent threat of a regional conflict. A military bastion. As AP explained In a recent report, while some residents and local authorities such as Fumie Kano dreamed of promoting commercial links with Taiwan through direct sea routes, but the plan was set aside In favor of militarizationwhich offered government subsidies and security promises. Since 2016, the island houses a unit of 160 members coastal surveillanceequipped with radars, to which electronic war units and potential deployments of long -range missiles. Today, the military and their families already They represent 20% of the populationa constantly increased figure that begins to reconfigure the economy and social structure of the island. Division before the threat. The possibility of a Taiwan Yūjian emergency caused by a Chinese Invasion of Taiwan, worries residents, who fear that the island will become a military objective or refugee receiver. Not everyone, of course. The Guardian told A few weeks ago cases such as that of the Shoko Komine restaurant, where they do not believe that the conflict is imminent, although they are afraid of its immediate impact on tourism, the main economic engine of the island. The militarization, in the opinion of its owner, has displaced the efforts to promote Yonaguni As a tourist destination. Even those who voted in favor of the base in 2015, when it was approved by little margin, seem to express their concern today at the possible missile installation, which would make the island blank in case of hostilities. Yonaguni Geopolitics in the Pacific. The reorientation of the Japanese defense policy, which for decades focused on the Soviet threat in the north, has displaced its focus to the south and the growing pressure of China. We tell it A few weeks ago, Yonaguni is part of the Nansei Islands chain, whose strategic importance It has been redoubled In a context in which the United States It demands from Japan a more active role in your own defense. Under that framework, the American ambassador to Japan, Rahm Emanuel, recently visited the island in a symbolic sample of American support. In addition, other nearby islands, such as Miyako and Ishigaki, already house missile units (and comes A broader package), increasing the Pressure on Okinawa Prefecturewhich welcomes most American troops in Japan. Defense or provocation. The people are divided. For example, the mayor of Yonaguni, Kenichi Itakazu, support military expansionconsidering it essential to protect the island and access part of the record of 43 billion yen (276,000 million dollars) in defense expense planned for 2028. He argues that, given the experience with Hong Kong, Xi Jinping’s peaceful promises cannot be trusted. However, critical voices such as councilor Chiyoki Tasato warn that the deployment of troops and missiles does not deter, but that attracts danger. Tasato considers inevitable that Japan will be involved if a war in the Taiwan Strait due to the United States Security Treaty, which imposes bilateral military responsibilities. The 2015 law Approved under the mandate of Shinzō Abe authorizes Japan to exercise collective self -defense in case an ally is attacked, which reinforces that vision. An island in transformation. Yonaguni, like many remote regions of Japan, faces a complicated depopulation process. Of the 12,000 inhabitants he had in 1947, today There are hardly 1,500 civiliansmostly older people. A figure that contrasts with 160 SDF troops and its 90 relatives, whose presence begins to transform the social structure. According to calculations of the Tetsu Inomata residentby 2026 the military “base population” will exceed 40% of the total number of inhabitants. Although soldiers have tried to integrate, for example, participating in schools, shops and cultural activities, many islanders feel that a military enclave is being configured that could eventually displace the civilian population. Historical and strategic memory. Some inhabitants, such as local politician Mizuho Chidacome in the Evacuation drills that we have counted before an undercover preparation for an armed conflict. Others, like Tasato, advocate Strengthen the links economic and cultural with Taiwan, a country with which Yonaguni shared business relations at the time of the Ryukyu kingdom. Despite the geographical proximity, there are currently no direct routes between the two regions, although maritime crosses are foreseen soon. This vision contrasts with the perception that the island has been alibuated by external interests, particularly those of Washington, with Tokyo’s complicity. The weight of the story. The past also plays an important role in the perception of the premises. The memories of the Okinawa battlewhere about 200,000 people died during World War II, still resonate among residents. Many fear that, as then, the islands of southern Japan are sacrificed In the name of national security. Today Central Okinawa house more than half Of the 50,000 American soldiers deployed in Japan, and the new bases in Yonaguni and neighboring islands such as Miyako and Ishigaki expand that geostrategic burden on a historically marginalized region … Read more

China has launched the largest military deployment of 2025 against Taiwan. Taiwan has just responded with the same currency

A few days ago the news in Taiwan was not around the island, it was somewhat further. A series of images next to a video showed that, in an unidentified coast, China had displayed artificial platforms that they remembered too much to Mulberry ports with those who the allies invaded Normandy. The island has been found in the last 24 hours with a Chinese military army in the surroundings, and this time they have decided to replicate. A phrase as a trigger. China held on Monday The greatest military exercise On a large scale so far this year, and he faced Taiwan mobilizing 59 aircraft and drones, along with nine vessels, in a clear sample of force in response to the recent comments of President Taiwanés, Lai Ching-Te, who He described Beijing as a “foreign hostile force” and promised to strengthen national security against its infiltration attempts. The unusual in this case is that Taiwan has responded To the exhibition deploying aerial and maritime patrols, in addition to defensive missile systems, while its Minister of Defense, Wellington Koo, accused China of being the “disturbing of peace and stability” in the region. Increase tension. Last Thursday, Lai hardened his speech After a national security meeting, accusing China of seeking Taiwan’s annexation through influence tactics. In response, he announced stricter measures to regulate trade, travel and residence of Chinese citizens on the island. Beijing, who considers Lai and his party, the DPP, as separatists, reacted with virulence: the spokesman of the Taiwan Affairs Office of China, Chen Binhua, He described it of “destroyer of peace in the Strait” and accused him of pushing the island “towards a scenario of war and conflict.” Since the inauguration of Lai last May, China has intensified its military pressure. We have been counting it: in December, it deployed more than 90 ships from the Navy and the Coast Guard in an operation that Taiwan described as Its greatest maritime mobilization In recent history. The growing military activity China reinforces that fear that Beijing is preparing a direct confrontation scenario. The Described bridges A few days ago it is a “spicy” more to tension. The “Gray Zone”. The truth is that all these military activities of the Popular Liberation Army (EPL) of China around Taiwan is what experts describe as a “Gray Zone” strategythat is, coercion tactics that do not reach the direct armed conflict but that wears out the defensive capacity of the adversary. So that? This campaign would seek to increase the Psychological pressure On Taiwan, force their Armed Forces to operate in a constant state of alert and weaken the perception of security on the island. The United States position. Irremediably, the situation leads to Washington. Donald Trump’s return to the US presidency has added A layer of uncertainty To the equation. In the middle of the commercial war with China, Trump seeks increase your investment In defense. In addition, its administration has expressed discomfort for the impact of the island on the American semiconductor industry, threatening new tariffs to strengthen local production. No doubt, contradictory signals from Washington have generated restlessness in Taiwan. While the island’s government has expressed Your willingness to collaborate With Trump in the construction of a “democratic supply chain”, key companies such as Taiwan Semiconductor Manufacturing Company (TSMC) have promised investments up to 100,000 million of dollars in the United States to relieve tensions. Attempts of calm (and commitment). Amid all this uncertainty, the director of the American Institute in Taiwan (AIT), Raymond Greene, tried to reassure Taipei. In a statement Posted on FacebookHe said that the Secretary of State of the United States, Marco Rubio, has reiterated his commitment to Taiwan, ensuring that Trump seeks world peace and strengthening deterrence in the Indo-Pacific to avoid conflicts. Greene emphasized that Washington cannot guarantee security of the region alone and needs allies like Taiwan to reinforce its defensive capacity. He also stressed that a conflict in the Taiwan Strait would have devastating economic consequences, with an impact greater than 10% of global GDP, “more serious than World War II,” he said. Be that as it may, the current increase in Chinese military activity and the surprise Taiwanese response mark a new critical point in the already tense relationship between both parties. With a most unpredictable Trump, the future of American support to the island is still uncertain. Meanwhile, Beijing continues to press with demonstrations of strength and rhetorical threats, in a context where any calculation error could serve as a fuse to trigger a conflict of unpredictable proportions. Image | 總統府 In Xataka | China has a plan with six options if things “twist” with Taiwan. World War II advocates all In Xataka | Taiwan lives an unprecedented situation in three decades: there is an army of 53 planes and 90 Chinese ships in front of the island

First it was a cut underwater cable. 24 hours later Taiwan has found a China Army in front of the island

24 hours after the Taiwan authorities have stopped a ship manned by Chinese citizens under the suspicion of having cut a new cable Communications submarine, the island has encountered a surprising scene in front of its coasts: China has deployed an army and initiated real fire exercises. The tension intensifies. As explained by the island’s government, China carried out “shooting training” exercises In the waters near the southwest coast of Taiwan, in a maneuver that Taipei has described as “provocative and dangerous.” The exercises seem to be framed in a series of Chinese military maneuvers that, at least in the last three years, have included large -scale war drills. The Taiwanese Ministry of Defense reported that, shortly before 9 am, detected 32 Chinese military planes performing a joint exercise of preparation for combat along with 14 warships in the Taiwan Strait. The operation was carried out without prior notice and in an area Only 74 kilometers from the coastwhich represents a violation of international standards and a danger to navigation security and commercial flights in the region. Taiwan’s response. The Taiwanese government He condemned the maneuvers and displayed his own strength to monitor the situation. The cities of Kaohsiung and Pingtung, located in southwest Taiwan, host important naval and aerial bases, in addition to the largest port on the island, a key node in international maritime trade. According to Taipei, the recent Chinese military activity, including the one carried out in front of the coast of Australiashow that China is the biggest threat for the stability of the Taiwan Strait and the Indo-Pacific region. For its part, the Chinese Ministry of Foreign Affairs avoided making direct comments on Taiwan’s complaints and just affirmed that the maneuvers were part of a scheduled shooting training. China reinforces its reunification speech. While the Chinese armed forces carried out these exercises, Wang Huning, the fourth leader in the hierarchy of the Communist Party, reiterated the official Beijing position on The “reunification” with Taiwan. During a meeting on issues related to the island, Wang stressed The need for China “Maintain the initiative and control over relations through the Taiwan Strait” and “advance without hesitation in the cause of the reunification of the homeland.” What did the neighbor say? Taiwan’s government responded by rejecting Beijing’s sovereignty statements and reaffirmed that only the Taiwanese people You can decide your future. To all this we must remember that President Lai Ching-Te, whom China considers a “separatist”, has reiterated his commitment to the defense of Taiwanese democracy. A day after cable cut. It We count yesterday. Frictions between Taiwan and China have not limited themselves to the military field. 24 hours before Chinese “simulation”, both parties exchanged accusations in relation to the Damage to an underwater cable of communications off the southwest coast of Taiwan. The Taiwanese authorities arrested a freighter with Chinese crew, the Hong Tai 58, registered in Togo, on suspicion of being involved in the incident. China, meanwhile, accused Taiwan of Manipulate the situation and launch accusations without conclusive evidence. Not just that. Taiwan has revealed in the last hours that the Hong Tai 58 was already part of A list of 52 boats Linked to China that the island’s security agencies consider a potential threat to telecommunications infrastructure. Looking back, it is the fifth case around failures/cuts/Sabotage of submarine cables registered in the region so far this year. So much so, that the Taiwan government has established a parallel with similar incidents occurred in the Baltic Sea After the Russian invasion of Ukraine. What seems clear is that the situation in the area, far from appeasing, has climbed the confrontation in a few days. China continues reinforcing its military presence In the region, while Taiwan and its allies, particularly the United States, observe with concern the increase in these maneuvers and the hardening of the forced reunification discourse. The combination of military pressure, sabotage of critical infrastructure and that growing belligerent rhetoric by Beijing points to an intimidation and wear strategy, one that raises the risk of an open conflict in the Taiwan Strait. Image | Naval Surface In Xataka | Taiwan lives an unprecedented situation in three decades: there is an army of 53 planes and 90 Chinese ships in front of the island In Xataka | Taiwan has just stopped a ship after cutting an underwater cable. The problem is that there are only Chinese citizens inside

Problems between US and Taiwan governments begin. And the chips industry is at the center of everything

The government led by Donald Trump is determined to do everything necessary for the US to recover leadership in the semiconductor manufacturing industry. At the moment In Asia they are manufactured 90% of memory chips, 75% of microprocessors and 80% of silicon wafers. However, the most outstanding country in this continent in this sector is Taiwan, with a production of 90% of high integration chips and 41% of microprocessors. The US administration is already taking the necessary measures to promote US companies to buy integrated circuits manufactured in the US. The tariffs you are approving They largely pursue this objective, and, despite the alignment in the geopolitical field that support the US and Taiwan, the manufacturers of Taiwanese chips are not at all safe from the tariffs. In fact, Donald Trump made a statement at the end of January which he exposes his intentions with total: “In the very close future we will impose tariffs on foreign production of computer chips, semiconductors and pharmaceutical products to return the manufacture of these essential goods to the US (…) went to Taiwan; now we want them to return. We do not want to give them billions of dollars in the ridiculous driver program. They already have billions of dollars. incentive will be that they do not want to pay a tax of 25, 50, or even 100%”, The current US president declared. The Taiwan government is putting limits to TSMC The express mention to Taiwan that the US president has made is a very clear allusion to TSMC. On this Asian island there are other semiconductor manufacturers, such as UMC, but its relevance in the chip market is much lower than that of the company currently leading CC Wei. TSMC dominates the integrated circuit market with A quota of approximately 60%so your leadership in the chip manufacturing industry is indisputable. Anyway, the step forward that the US administration is not going to take TSMC by surprise. This company has been outlining its strategy for more than four years to extend its semiconductor manufacturing infrastructure Beyond Taiwan’s borders. And he is doing it for two reasons. On the one hand it is an effective way to protect your business if at any time it is triggered A war conflict between China and Taiwanand their plants on the island were useless. TSMC is preparing an offer to control the integrated circuit manufacturing plants of Intel But, in addition, TSMC is significantly developing its infrastructure in the US. His plan is that their new Arizona factories not only serve to protect their business from a possible conflict between China and Taiwan; They also protect it from US tariffs. This is not all. Although there has not yet an official confirmation of this information, according to The Wall Street Journal TSMC is preparing an offer to Control manufacturing plants Intel integrated circuits. It prosper or not, at the current situation this strategic decision makes sense. And it has it because it would allow TSMC to definitely consolidate its semiconductor manufacturing infrastructure in the US, as well as be present in countries where it now does not have production plants. However, The Taiwan government does not see this possibility with good eyes. Its economy depends deeply on its chip industry in general, and TSMC in particular, so the US ambition to recover its leadership in this sector directly enters into conflict directly with Taiwan’s survival as it is currently. Kuo Jyh-Huei, Taiwan Economy Minister, has warned TSMC in a resounding way: “No one can shake the foundations of the Taiwan semiconductor industry. We must have confidence in TSMC, and the government will fully support the ‘sacred mountain’ that protects the country (…) so that TSMC expands its global presence and establishes a joint company in any location, definitely needs the government’s permission.” It is evident that the possibility that TSMC acquires such a solid production infrastructure outside Taiwan is detrimental to weight That has this island in the sector that feeds it. Right now we cannot assume that TSMC will control Intel plants, but we can be safe: 2025 will be a very exciting year in regard to the development of the integrated circuit industry. More information | Reuters In Xataka | What’s behind the chips megafabrica that TSMC and Samsung plan to build in Arab Emirates

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