There's an underrated scenario where China provokes a crisis with Taiwan, things get spicy, and the world just doesn't have microchips for a few years. I don't get why this isn't more central to our Taiwan policy. https://twitter.com/niubi/status/1390315544155467780 …
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To make myself clear, I'm not even talking about an invasion of Taiwan. All it takes is a missile or jet falling on the wrong spot to precipitate a long-term production crisis.
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There's also reasons that are less Tom Clancy to worry about the concentration of chip fabrication in Taiwanpic.twitter.com/CyldcZ7jSp
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