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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...

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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