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What happens in your scenario if China invades Taiwan and TSMC is taken out of the picture?


I actually don’t know if it’s good or bad for Intel.

I could see an embargo or tariffs on TSMC chips… but is Intel better with competition or worse? Do other countries care as much as the US? They may buy TSMC anyways.


You think Taiwan will be exporting chips during a hot war?


I think you replied to the wrong comment. I didn’t say anything about that nor did I mean to imply it.


> They may buy TSMC anyways.

And how would they do that?




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