America needs to increase manufacturing capacity if it wants to maintain hegemony and possibly world peace.
China will soon have the ability to take Taiwan and Korea and Japan. If that happens it's game over for any American interests and perhaps democracy as a whole.
Wargames[0] paint a grim picture of an upcoming conflict between China and America over Taiwan with the US barely winning at a great cost including the loss of many ships, aircraft, and the depletion of missile stocks.
The Chinese have a naval production of 260 times that of America and account for an ungodly amount of global steel production so they'll be able to bounce back faster than the US can. With a lead time for producing American missiles measured in months and years it will be just a matter of time before they take the countries in the region that are critical to American manufacturing if they're so inclined.
[0] https://selectcommitteeontheccp.house.gov/sites/evo-subsites...
"subduing the enemy without fighting," is the epitome of strategic thinking in his book, The Art of War. This means achieving victory through cunning, deception, and maneuvering, rather than through direct confrontation and bloodshed"
They are increasing their military knowing that US military costs 4+x as much. It might be 4x better so don't fight. Just bankrupt the US. Trump wants a $1T military budget next year.
Why would China want to conquer the West? Buying what it wants is cheaper than an uncertain military battle fought with Nukes.
It remains to be seen how different 2010's China—with 90% of the population being under 60—is from 2050's China—with only 69% of the population being under 60.
https://ifr.org/downloads/press2018/2024-SEP-24_IFR_press_re...
https://ifr.org/ifr-press-releases/news/global-robotics-race...
everyone needs to be more self-reliant in producing semiconductors
how far behind is the US on TSMC? because I want that Arizona supply chain to be up and running Chairman Nao!
literally nobody should be basing any of their decisions on the possibility of China invading China. No wonder TSMC makes up dumb excuses about their issues deploying in the US, they need to stall and delay the obvious, that's the only... chip... they have.
This is what concerns me. War has often been used as a distraction from domestic issues.
Japanese, Korean, and European brands already make a lot of vehicles to get around tariffs, although it makes sense for some sedans to be made abroad given American lack of interest in them (so economy of scales doesn’t work out), and sedans typically not being tariffed as harshly as trucks.