4 ms·
This problem will solve itself in the next few years when China retakes Taiwan. There's not a whole lot anyone can do about that, although I predict quite a bit
by m0zg 5y ago
This problem will solve itself in the next few years when China retakes Taiwan. There's not a whole lot anyone can do about that, although I predict quite a bit of saber rattling. Open warfare is not an option (China has nukes), and "sanctions" are self-defeating, since we import far too much. If they leave an "out" (which they'd be wise to leave) the US establishment will take it, although the rhetoric will be quite severe I'm sure.
Indeed re-shoring high end silicon is an unambiguous bet on exactly this eventuality - there'd be no reason to spend the billions otherwise.