> TSMC chips won't disappear Of course it will. US isn't capable of defending TW anymore. They may spoil an invasion, but there's nothing US can do to prevent

> TSMC chips won't disappear Of course it will. US isn't capable of defending TW anymore. They may spoil an invasion, but there's nothing US can do to prevent PRC from trivially destroying infra the keeps fabs operating. You should expect the entire semi supply chain in East Asian (which supplies the world) to stop functioning if US tries to intervene on TW, especially using JP or SKR infra, nearly everythign critical is within 60m PRC missile range. The reality is PRC has much more leverage over global semi supply chain in even of war vs US who has leverage during peace via sanctions. > major reliance Are all in US in terms of high tech industry supported and actual patent fees extracted from production of semi. PRC will lose bunch of manufacturing jobs, but indigenous semi efforts will keep chugging along. Both will be reset to as far back as 1980s tech depending on how PRC escalates, which ultimately cripples US as tech leader more.