>Imagine the Chinese economy with 92% of the world’s supply of advanced computer chips gone. PRC economy will suffer much less than US economy with 92% of the

>Imagine the Chinese economy with 92% of the world’s supply of advanced computer chips gone. PRC economy will suffer much less than US economy with 92% of the world’s supply of advanced computer chips gone. Considering how US reaps significant value add from IP through the entire semi chain. Or relative loss for US high tech with greater market caps. Or that PRC strategic industries are losing access to those chips due to US export controls. Pretty soon PRC dependency on TSMC will be reduced to point where it will be in PRC interest to disrupt TW semi because world where US has access to 8% leading edge semi and PRC 0% is preferable to one where US has access to 100% but PRC... still somewhere around 0%.