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An invasion of Taiwan would be a major disruption to global semiconductor industry even if we kept buying from China in the meantime because it would grind TSMC
by mattnewton 4y ago
An invasion of Taiwan would be a major disruption to global semiconductor industry even if we kept buying from China in the meantime because it would grind TSMC to a halt. There is no way we could switch manufacturing over to Samsung, or spin up fabs elsewhere for that volume of chips.