Latest wargame IIRC says USA loses 2 carriers in the defense of Taiwan. If the USA decides to defend Taiwan, it means that risking carriers becomes an acceptable risk.
Remember that Taiwan controls over 60% of the world's chip production, including every single iPhone, iPad, Nintendo Switch, PS5, XBox, AMD, and NVidia chip ever made (as well as a couple of Intel Xe GPUs)... and most of those car chips also come from Taiwan. It has been identified as a critical infrastructure for even US Weapons, which rely upon some of these chips.
If Taiwan is lost, that means for a few years (or more), USA can't get new military equipment... at least not with any of the fancy high tech computer parts. US Factories of all kinds, consumer electronics, car manufacturing (especially electronic critical safety equipment: antilock brakes, airbags, tire pressure monitors), most servers (AMD EPYC and NVidia A100s are Taiwan made) and even weapon manufacturing shuts down.
The supply chain risk is astronomical. Two carriers would be cheap compared to the loss of Taiwan.
Does "latest wargame" compute the political equivalent of an extinction level bolide impact when a US Navy nuclear aircraft carrier gets destroyed, leaving propulsion reactors and nuclear warheads on the bottom of the Pacific, not to mention a few thousand men? I'm thinking you and I have different concepts of the stakes involved here. I believe the Western establishment will need far more at stake than a couple (more) years of supply chain troubles before it will put its capital military assets in the way of the Chinese military.
I suppose we'll find out. China will assert itself at some point and Taiwan is #1 on that bucket list.
> I believe the Western establishment will need far more at stake than a couple (more) years of supply chain troubles before it will put its capital military assets in the way of the Chinese military.
You're severely underestimating the importance of Taiwan. 60% of every chip in the world, and 100% of the most advanced chips (ie: Apple iPhone, AMD EPYC, NVidia A100) comes from that island, and no one else in the world knows how to make those chips.
I don't know how the economy will reorganized if Taiwan is neutralized, but it won't be pretty. It'd be an extinction level event for entire industries.
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USA isn't even economically tied to Ukraine, and you can see our response to that. Taiwan on the other hand, has deep ties that underpin the largest sectors of the USA's economic wellbeing.
The chip issue over the past few years is nothing compared to what would happen if Taiwan were successfully blockaded by China.
I really wish you had answered my question about war games.
> USA isn't even economically tied to Ukraine, and you can see our response to that.
There aren't any US nuclear assets at stake in Ukraine. No flag ships or other sovereign symbols. No body count of US servicemen. That's not a strong analogy.
China will likely launch missiles and attempt to destroy Japanese, maybe even Philippine bases to hamper US supply lines. USA will be forced to forward deploy multiple Carriers into the risk zone, and roughly ~2 Carriers are expected to be killed. China probably can weaken the US Navy enough to attempt a landing, but no such landing seems like it'd be successful. US, Taiwan, and China take major losses, but the island likely will remain in Taiwan's control.
> There aren't any US nuclear assets at stake in Ukraine. No flag ships or other sovereign symbols. No body count of US servicemen. That's not a strong analogy.
Funny how you ignore my point and rather focus on the side-comments.
Losing Taiwan is an extinction level event for multiple, major US Industries and service sectors. Period. USA is too economically tied to that island.
Bonus points: a lot of these technology sectors (ex: Servers / AMD EPYC, and AI with NVidia A100 chips) are essential to US strategic level initiatives, like our supercomputer projects, DoD cloud initiatives, and the like. Losing Taiwan would be a direct blow to US Military and weaken us in the decades to come.
Its not "just" an economic problem, it is also a military and strength problem.
You only wrote "latest wargames" whatever that is. I'm not wading through the dreck of the interweb to figure out what you had in mind based on that. Thanks for pointing out specifically what you had in mind.
While interesting, it is as I imagined; there is no political calculation involved here. When the time comes to weigh supply chain problems (even if severe) against going kinetic with China and risk losing carriers, destroyers, etc. I believe the US will decline. We're talking about nuclear fallout here. Recovering damaged warheads from the seabed on the other end of the planet. Respectfully, I just don't see it.
> Funny how you ignore my point and rather focus on the side-comments.
I don't think I deserve this. For my part I've been respectful of your comments and I appreciate your time.
> Losing Taiwan is an extinction level event for multiple, major US Industries and service sectors. Period.
As we've seen with COVID-19 the Western establishment is capable of causing great harm to private sector interests when, right or wrong, they've deemed it necessary. The US military hasn't been so irresponsible that it can't function without a continuous supply of 3nm GPUs. I'll grant you there will be great disruption, but it's neither fatal nor permanent.
> The US military hasn't been so irresponsible that it can't function without a continuous supply of 3nm GPUs. I'll grant you there will be great disruption, but it's neither fatal nor permanent.
You've grossly underestimated USA's military dependence on TSMC.
Case in point: swaths of the F35 Fighter is reliant upon TSMC semiconductors. Advanced FPGAs (AMD, previously known as Xilinx) are TSMC. That's the key to our RADAR systems. Not just F35 (and other electronic warfare platforms), but also our satellite / space systems.
I'm not talking GPUs here. I'm talking literally our military components are entirely dependent on that island.
On the one hand, TSMC isn't the only supplier. On the other hand, the other supplier is United Microelectronics Co, which is also based in Taiwan. So we have a problem here.
> The Lockheed Martin Aeronautics segment in Fort Worth, Texas will provide 83,169 field-programmable gate arrays (FPGAs) from Xilinx Inc. in San Jose, Calif., under terms of a $104.7 million contract modification.
> The communication, navigation, and identification friend or foe (IFF) avionics of the F-35 relies on Xilinx FPGAs, as do other critical electronic subsystems aboard the advanced jet. fighter-bomber. FPGAs enable Lockheed Martin to add new waveforms to embedded software radio systems in the F-35, as well as for real-time digital signal processing.
Remember that Taiwan controls over 60% of the world's chip production, including every single iPhone, iPad, Nintendo Switch, PS5, XBox, AMD, and NVidia chip ever made (as well as a couple of Intel Xe GPUs)... and most of those car chips also come from Taiwan. It has been identified as a critical infrastructure for even US Weapons, which rely upon some of these chips.
If Taiwan is lost, that means for a few years (or more), USA can't get new military equipment... at least not with any of the fancy high tech computer parts. US Factories of all kinds, consumer electronics, car manufacturing (especially electronic critical safety equipment: antilock brakes, airbags, tire pressure monitors), most servers (AMD EPYC and NVidia A100s are Taiwan made) and even weapon manufacturing shuts down.
The supply chain risk is astronomical. Two carriers would be cheap compared to the loss of Taiwan.