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This could be part of a back-channel negotiation, the US gives China a cheap W be removing the separatists knowing its far from our shores and our Navy (and Japan) still controls their sea lanes and we've been hedging TSMC for nearly a decade already.
Quite possible.
Isn't TSMC opening a new chip fab on US soil? Timing may be right...
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TSMC opening a new chip fab on US soil
Yea, the chip wonks will say 90% of the tippy top chips are still made in Taiwan, but that number is trending down not up, and a forcing function would remove the bandaid pretty quickly. It's all just machines and machines are replicable/moveable.
Intel's new fabs are also very important, the whole investment under the fake Biden COG psyop only to reveal a national stake later is further evidence we'd rather invest domestically than waste trillions defending a CIA field office on the other side of the planet.
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3rd order thinking, was this an invitation to China to seize the separatist PM of Taiwan? We just laid that precedent on the international stage.
Moral equivalency of CIAwan vs Narco-terrorism aside, since China has a similar security rationale, it would be very expensive for China to take Taiwan with overwhelming force and it'd be extremely expensive for the US to defend it... I doubt think there's appetite from serious people for a major confrontation over that on either side.
This could be part of a back-channel negotiation, the US gives China a cheap W be removing the separatists knowing its far from our shores, and our Navy (and Japan) still controls their sea lanes and the pacific at large. We've been hedging TSMC for nearly a decade already.
This would pattern match with understanding Russia's security concerns re: Ukraine and little benefit to allowing most of Europe to nothing more than a cost-center. The 2025 strategy carves out for relations with only a handful of european countries that Russia would have either have no strategic interest nor the capability to inflict a heavy cost on US defense.