What a fantastically detailed piece. Remember when there was a fire on the tsmc line and it fucked auto manufacturing for months right when demand recovered aft

What a fantastically detailed piece. Remember when there was a fire on the tsmc line and it fucked auto manufacturing for months right when demand recovered after the pandemic driving the cost of new cars through the roof? Image that 100x, also with a deadline (China promised to invade Taiwan within 3 years). If I were a hedge fund…