OK Then
TSMC will be drained out of Taiwan. By the late 2030s, Taiwan will have agreed a deal to become China’s third SAR formally by 2049, making the centennial celebrations of the PRC a truly festive affair. No massive world war is coming. Our stocks are safe.
The Mind Scourge
I posted about this awhile ago, but today’s news out of the Oval Office only reinforces it: the scenario where the US drains TSMC of knowledge/talent and then just abandons Taiwan is underrated Years ago, I said that the US from a chips manufacturing point of view was in the