>> The US is mulling disabling or destroying Taiwan’s semiconductor factories in the event of a Chinese invasion I think this completely bogus. Firstly, the g

>> The US is mulling disabling or destroying Taiwan’s semiconductor factories in the event of a Chinese invasion I think this completely bogus. Firstly, the geopolitical tension in the region isn't about to go off anytime soon -- Taiwan just elected pro-China KMT party last week. Second, Taiwan is one of the largest investors in China. In fact, most of CCP's chip initiatives in China are spearheaded by Taiwan-expats (ie, ex-TSMC/UMC engineers) dreaming of striking rich in China. Take for instance Mong Sang Liang, a Berkeley PhD and former head of TSMC R&D, now co-CEO of SMIC in China. Third, those fabs are both capex and opex intensive. These fabs are not self-healing perpetual machines -- those expensive equipments need constant babysitting by various foreign vendors just to ensure they are running 24x7. I doubt that Taiwanese would agree to such an extreme plan.