China will never invade Taiwan as long as TSMC's EUV fabs are the world's most advanced. No one else knows how to make those fabs/chips. An invasion would cripple China's economy (and everyone else's)
Replies
You think this communist state will never nationalize an industry?
jul 29, 2025, 1:28 pm • 3 0 • view
I'm saying that if they invade, the fabs will be destroyed, causing economic calamity. It's a deterrence.
jul 29, 2025, 2:56 pm • 0 0 • view
I bet they have more control over their missiles than that.
jul 29, 2025, 2:59 pm • 2 0 • view
Taiwan will destroy the fabs, not China. www.bloomberg.com/news/article...
jul 30, 2025, 3:40 am • 1 0 • view
Ah, I see.
jul 30, 2025, 4:36 am • 1 0 • view
Alternatively, China claims the U.S. could destroy them. Either way, a war would almost certainly damage or destroy the fabricators. Even a blockade of Taiwan that inflicts no damage would cause power outages that would force the closure of the factories and market.
jul 30, 2025, 3:37 pm • 0 0 • view
Yes, but hasn't Drump induced TSMC to open an American plant now?
jul 29, 2025, 1:43 pm • 0 0 • view
TSMC moved 6 factories to the U.S. and 2 of them are capable of 2nm now (still risk runs and not economically sustainable, but that’s just a matter of time). So an invasion wouldn’t really cripple everyone, just China (only in short term).
jul 30, 2025, 3:30 pm • 0 0 • view
Can we still assume rational actors running countries in light of all the crazy, self-defeating stuff the USA has been doing lately? :D
jul 29, 2025, 1:43 pm • 0 0 • view