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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I dimly recall back in the late 90s or early 2000s when a chip fab caught on fire and nobody could buy RAM for like 6 months.
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There were also the Thai floods that raised hard drive prices for two years
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