> And if China decides to put sanctions on your fabs, you will just get a $10B microelectronics theme park on your hands because you will have nowhere to sell y

> And if China decides to put sanctions on your fabs, you will just get a $10B microelectronics theme park on your hands because you will have nowhere to sell your chips. This is already happening. Except that the sanctions came from the US, not from China. The US forced TSMC not to sell to Huawei and other Chinese companies the US put on the entity list. Chinese companies that aren't yet sanctioned, are becoming reluctant to buy chips from foreign suppliers.