सीधे मुख्य सामग्री पर जाएं

US war on world’s largest semiconductor manufacturer might benefit Japan

By Vijay Prashad 

On May 15, 2023, Berkshire Hathaway reported in a Form 13F filing to the U.S. Securities and Exchange Commission that it had completed the sale of its $4 billion stake in Taiwan Semiconductor Manufacturing Co (TSMC). This sale completed a process that began in February 2023, when Berkshire Hathaway announced that it sold 86 percent of its holdings in TSMC. In April, Berkshire Hathaway’s leader Warren Buffett told Nikkei that the geopolitical tension between the United States and China was “certainly a consideration” in his decision to divest from TSMC. TSMC told Nikkei, is a “well-managed company” but that Berkshire Hathaway would find other places for its capital.
At his May 6 morning meeting, Buffett said that TSMC “is one of the best-managed companies and important companies in the world, and you’ll be able to say the same thing five, ten or twenty years from now. I don’t like its location and reevaluated that.” By “location,” Buffett meant Taiwan, in the context of the threats made by the United States against China. He decided to wind down his investment in TSMC “in the light of certain things that were going on.” Buffett announced that he would move some of this capital towards the building of a fledgling U.S. domestic semiconductor industry.
TSMC, based in Hsinchu, Taiwan, is the world’s largest semiconductor manufacturer. In 2022, it accounted for 56 percent of the share of the global market and over 90 percent of advanced chip manufacturing. Warren Buffett’s investment in TSMC was based on the Taiwanese company’s immense grip on the world semiconductor market. In August 2022, U.S. President Biden signed the CHIPS and Science Act into law, which will provide $280 billion to fund semiconductor manufacturing inside the United States. On December 6, 2022, Biden joined TSMC’s Chairman Dr. Mark Liu at the $40 billion expansion of TSMC’s semiconductor factories in North Phoenix, Arizona. Dr. Liu said at the project’s announcement that the second TSMC factory is “a testimony that TSMC is also taking a giant step forward to help build a vibrant semiconductor ecosystem in the United States.”
The first TSMC plant will open in 2024 and the second, which was announced in December, will open in 2026. On February 22, 2023, the New York Times ran a long article (“Inside Taiwanese Chip Giant, a U.S. Expansion Stokes Tensions”), which pointed out—based on interviews with TSMC employees—that “high costs and managerial challenges” show “how difficult it is to transplant one of the most complicated manufacturing processes known to man halfway across the world.” At the December 6 announcement, Biden said, “American manufacturing is back,” but it is only back at a much higher cost (the plant’s construction cost is ten times more than it would have cost in Taiwan). “The most difficult thing about wafer manufacturing is not technology,” Wayne Chiu—an engineer who left TSMC in 2022—told the New York Times. “The most difficult thing is personnel management. Americans are the worst at this because Americans are the most difficult to manage.”

Blow up Taiwan

U.S. Ambassador Robert O’Brien, the former National Security Advisor of Donald Trump, told Steve Clemons, an editor at Semafor, at the Global Security Forum in Doha, Qatar, on March 13, 2023, “The United States and its allies are never going to let those [semiconductor] factories fall into Chinese hands.” China, O’Brien said, could build “the new OPEC of silicon chips” and thereby, “control the world economy.” The United States will prevent this possibility, he said, even if it means a military strike. On May 2, 2023, at a Milken Institute event, U.S. Congressman Seth Moulton said that if Chinese forces move into Taiwan, “we will blow up TSMC. … Of course, the Taiwanese really don’t like this idea.”
These outlandish statements by O’Brien and Moulton have a basis in a widely circulated paper from the U.S. Army War College, published in November 2021, by Jared M. McKinney and Peter Harris (“Broken Nest: Deterring China from Invading Taiwan”). “The United States and Taiwan should lay plans for a targeted scorched-earth strategy that would render Taiwan not just unattractive if ever seized by force, but positively costly to maintain. This could be done effectively by threatening to destroy facilities belonging to the Taiwan Semiconductor Manufacturing Company,” they write.
Right after Moulton made these incendiary remarks, former U.S. defense undersecretary Michèle Flournoy said that it was a “terrible idea” and that such an attack would have a “$2 trillion impact on the global economy within the first year and you put manufacturing around the world at a standstill.”
Taiwan’s officials responded swiftly to Moulton, with minister of defense Chiu Kuo-cheng asking, “How can our national army tolerate this situation if he says he wants to bomb this or that?” While Chiu responded to Moulton’s statement about a military strike on TSMC, in fact, the U.S. government has already attacked the ability of this Taiwanese company to remain in Taiwan.
Taiwan’s economics vice minister Lin Chuan-neng said in response to these threats and Buffett’s sale of TSMC that his government “will do its utmost to let the world know that Taiwan is stable and safe.” These incendiary remarks aimed at China now threaten the collapse of Taiwan’s economy.

Made in Japan

In his May 6 meeting, Warren Buffett said something that gives a clue about where the semiconductor manufacturing might be diverted. “I feel better about the capital that we’ve got deployed in Japan than Taiwan,” he said. In 1988, 51 percent of the world’s semiconductors were made in Japan, but as of 2022, the number is merely 9 percent. In June 2022, Japan’s Ministry of Economy, Trade, and Industry (METI) announced it would put in 40 percent of a planned $8.6 billion for a semiconductor manufacturing plant by TSMC in Kumamoto. METI said in November that it has selected the Rapidus Corporation—which includes a stake by NTT, SoftBank, Sony, and Toyota—to manufacture next-generation 2-nanometer chips. It is likely that Berkshire Hathaway will invest in this new business.
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This article was produced by Globetrotter. Vijay Prashad is an Indian historian, editor, and journalist. He is a writing fellow and chief correspondent at Globetrotter. He is an editor of LeftWord Books and the director of Tricontinental: Institute for Social Research. He is a senior non-resident fellow at Chongyang Institute for Financial Studies, Renmin University of China. He has written more than 20 books, including The Darker Nations and The Poorer Nations. His latest books are Struggle Makes Us Human: Learning from Movements for Socialism and (with Noam Chomsky) The Withdrawal: Iraq, Libya, Afghanistan, and the Fragility of U.S. Power

टिप्पणियाँ

ट्रेंडिंग

हिंदी आलोचना जैसे पिछड़ चुके अनुशासन की जगह हिंदी वैचारिकी का विकास जरूरी

- प्रमोद रंजन*   भारतीय राजनीति में सांप्रदायिक व प्रतिक्रियावादी ताकतों को सत्ता तक पहुंचाने में हिंदी पट्टी का सबसे बड़ा योगदान है। इसका मुख्य कारण हिंदी-पट्टी में कार्यरत समाजवादी व जनपक्षधर हिरावल दस्ते का विचारहीन, अनैतिक और  प्रतिक्रियावादी होते जाना है। अगर हम उपरोक्त बातों को स्वीकार करते हैं, तो कुछ रोचक निष्कर्ष निकलते हैं। हिंदी-जनता और उसके हिरावल दस्ते को विचारहीन और प्रतिक्रियावादी बनने से रोकने की मुख्य ज़िम्मेदारी किसकी थी?

ગુજરાતના સ્થાપના દિવસે યાદ કરીએ ભારતના વિશ્વપ્રસિદ્ધ ગુજરાતી પુરાતત્વવિદ્ ને

- ગૌરાંગ જાની*  આજે કોઈ ગુજરાતી એ કલ્પના પણ ન કરી શકે કે વર્ષ ૧૮૩૯ માં જૂનાગઢમાં જન્મેલા એક ગુજરાતી વિશ્વ પ્રસિદ્ધ બની શકે! પણ આપણે એ ગુજરાતીને કદાચ વિસરી ગયા છીએ જેમણે ગિરનારના અશોક શિલાલેખને દોઢસો વર્ષ પૂર્વે ઉકેલી આપ્યો.આ વિદ્વાન એટલે ભગવાનલાલ ઈન્દ્રજી. ૭ નવેમ્બર, ૧૮૩૯ ના દિવસે જૂનાગઢના પ્રશ્નોરા નાગર બ્રાહ્મણ પરિવારમાં તેમનો જન્મ થયો હતો. જૂનાગઢના એ સમયે અંગ્રેજી શિક્ષણની સગવડ ન હોવાને કારણે તેમને અંગ્રેજી ભાષાનું જ્ઞાન ન હતું પણ પાછળથી તેમણે ખપ પૂરતું અંગ્રેજી જાણી લીધું હતું.

Under Modi, democracy is regressing and economy is also growing slowly

By Avyaan Sharma*   India is "the largest democracy in the world", but now its democracy is regressing and its economy is also growing slowly. What has PM Modi's ten years in power brought us? Unemployment remains high. Joblessness is particularly high among India's youth - with those aged 15 to 29 making up a staggering 83% of all unemployed people in India, according to the "India Employment Report 2024", published last month by the International Labour Organisation (ILO) and the Institute of Human Development (IHD). The BJP-led government did not provide jobs to two crore youth in a year as was promised by Modi in the run up to the 2014 general elections.

नफरती बातें: मुसलमानों में असुरक्षा का भाव बढ़ रहा है, वे अपने मोहल्लों में सिमट रहे हैं

- राम पुनियानी*  भारत पर पिछले 10 सालों से हिन्दू राष्ट्रवादी भारतीय जनता पार्टी (भाजपा) राज कर रही है. भाजपा आरएसएस परिवार की सदस्य है और आरएसएस का लक्ष्य है हिन्दू राष्ट्र का निर्माण. आरएसएस से जुड़ी सैंकड़ों संस्थाएँ हैं. उसके लाखों, बल्कि शायद, करोड़ों स्वयंसेवक हैं. इसके अलावा कई हजार वरिष्ठ कार्यकर्ता हैं जिन्हें प्रचारक कहा जाता है. भाजपा के सत्ता में आने के बाद से आरएसएस दुगनी गति से हिन्दू राष्ट्र के निर्माण के अपने एजेण्डे को पूरा करने में जुट गया है. यदि भाजपा को चुनावों में लगातार सफलता हासिल हो रही है तो उसका कारण है देश में साम्प्रदायिकता और साम्प्रदायिक मुद्दों का बढ़ता बोलबाला. इनमें से कुछ हैं राम मंदिर, गौमांस और गोवध एवं लव जिहाद. 

Laxmanpur Bathe massacre: Perfect example of proto-fascist Brahmanical social order

By Harsh Thakor  The massacre at Laxmanpur-Bathe of Jehanabad in Bihar on the night of 1 December in 1997 was a landmark event with distinguishing features .The genocide rightly shook the conscience of the nation in the 50th year of Indian independence. The scale of the carnage was unparalleled in any caste massacre. It was a perfect manifestation of how in essence the so called neo-liberal state was in essence most autocratic. 

ભારતમાં જિસસ ક્રાઈસ્ટના દર્શન, ખ્રિસ્તી ધર્મના આગમનને કારણે સમાજ વ્યવસ્થામાં પરિવર્તન

- ઉત્તમ પરમાર  મારી કિશોર અવસ્થામાં કેટલાક ચિત્રો અને મૂર્તિઓએ હૃદયમાં એવું સ્થાન જમાવ્યું છે કે આજદિન પર્યંત  ઉત્તરોઉત્તર વિકસતું જ રહ્યું છે. પ્રેમ કરુણાના મૂર્તિમંત અવતાર  જિસસ ક્રાઈસ્ટને વધુસ્તંભે ચઢાવેલી મૂર્તિ  મારી કોઈપણ ધર્મ વિશેની સમજ નહોતી ત્યારથી મારા હૃદયમાં સ્થાપિત થયેલી છે. મારા ઘરની દિવાલ પર વધસ્તંભે ચઢેલા જીસસની પ્રતિમા જોઈને કોઈ મને પૂછી બેસતું કે તું ક્રિશ્ચન છે?

रैंकिंग: अधिकांश भारतीय विश्वविद्यालयों का स्तर बहुत गिरा, इस साल भी यह गिरवाट जारी

- प्रमोद रंजन*  अप्रैल, 2024 में भारतीय विश्वविद्यालयों की अंतर्राष्ट्रीय स्तर पर उच्च रैंकिंग की चर्चा रही। मीडिया ने इसका उत्सव मनाया। लेकिन स्थिति इसके विपरीत है। वैश्विक विश्वविद्यालय रैंकिग में अच्छा स्थान मिलने की खबरें, कुछ संस्थानों को इक्का-दुक्का विषयों में मिले रैंक के आधार पर चुनिंदा ढंग से प्रकाशित की गईं थीं। वास्तविकता यह है कि हाल के वर्षों में हमारे अधिकांश विश्वविद्यालयों का स्तर बहुत गिर गया है। इस साल भी यह गिरवाट जारी रही है।

नोएडा में मैन्युअल स्कैवेंजर्स की मौत: परिवारों को मुआवजा नहीं, प्राधिकरण ने एफआईआर नहीं की

- अरुण खोटे, संजीव कुमार*  गत एक सप्ताह में, उत्तर प्रदेश में सीवर/सेप्टि क टैंक सफाई कर्मियों की सफाई के दौरान सेप्टिक टैंक में मौत। 2 मई, 2024 को, लखनऊ के वज़ीरगजं क्षेत्र में एक सेवर लाइन की सफाई करते समय शोब्रान यादव, 56, और उनके पत्रु सशुील यादव, 28, घटुन से हुई मौत। एक और घटना 3 मई 2024 को नोएडा, सेक्टर 26 में एक घर में सेप्टि क टैंक को सफाई करते समय दो सफाई कर्मचर्मारी नूनी मडंल, 36 और कोकन मडंल जिसे तपन मडंल के नाम से जानते हैं, की मौत हो गई। ये सफाई कर्मचर्मारी बंगाल के मालदा जिले के निवासी थे और नोएडा सेक्टर 9 में रहते थे। कोकन मडंल अपनी पत्नी अनीता मडंल के साथ रहते थे। इनके तीन स्कूल जाने वाले बच्चे हैं जो बंगाल में रहते हैं। नूनी मडंल अपनी पत्नी लिलिका मडंल और अपने पत्रु सजुान के साथ किराए पर झग्गी में रहते थे। वे दैनिक मजदरूी और सफाई कर्मचर्मारी के रूप में काम करते थे।

प्राचीन भारत के लोकायत संप्रदाय ने कुछ परजीवियों की खूब खबर ली: प्रमुख प्रस्थापनायें

- राणा सिंह   भारत में परजीवियों का एक विशाल समूह है जो बोलता है कि “सब कुछ माया है”,  लेकिन व्यवहार में यह समूह सारी जिंदगी इसी “माया” के पीछे पागल रहता है।  प्राचीन भारत के लोकायत संप्रदाय ने इन परजीवियों की खूब खबर ली थी।

बिहार के ऐतिहासिक विक्रमशिला विश्वविद्यालय के खंडहरों की परिक्रमा का रोमांचक अवसर

- सुमन्त शरण  कुछ दिन पहले एक सुदूर ग्रामीण अंचल (पीरपैंती)  से तकरीबन डेढ़-दो घंटे की दूरी पर अवस्थित ऐतिहासिक बौद्ध विक्रमशिला विश्वविद्यालय (के अवशेषों) की परिक्रमा का अवसर मिला। विक्रमशीला विश्वविद्यालय की स्थापना पाल वंश के राजा धर्मपाल ने की थी। 8वीं शताब्दी से 12वीं शताब्दी के अंत तक यह विश्वविद्यालय भारत के प्रमुख शिक्षा केंद्रों में से एक हुआ करता था। कहा जाता है कि यह अपने कुछेक अत्यंत अनूठे नवाचार के चलते उस समय नालंदा विश्वविद्यालय का सबसे बड़ा प्रतिस्पर्धी था। हालांकि, मान्यता यह भी है कि अल्प अवधि के लिए दोनों विश्वविद्यालय के बीच शिक्षण एवं प्रबंधन के क्षेत्रों में घनिष्ठ पारस्परिक संबंध एवं शिक्षकों के आदान-प्रदान का सिलसिला भी रहा था। यह विश्वविद्यालय तंत्रशास्त्र की पढ़ाई के लिए सबसे ज्यादा विख्यात था। इस विषय का एक सबसे विख्यात छात्र अतीसा दीपनकरा था, जो बाद में तिब्बत जाकर बौद्ध हो गया। इसके प्रथम कुलपति ज्ञान अतिस थे।