There is a twist here that is being overlooked. If (or when) China invades Taiwan there are two things likely to happen: First, the chip factories will be the first targets of bombing campaigns to ensure their destruction making them as useless as possible to the Chinese. Second, Taiwanese engineers will look to escape and the US (and much of the rest of the world) will be waiting with open arms. It’s kind of how Einstein ended up in Princeton. Needless to say, China will become even more of a pariah state and their chips will be more widely shunned. We need to have the infrastructure and network in place to address this very real eventuality. If we pounce at the right moment, we will become the dominant chip makers. Overall, this is a step in the right direction.

There is a twist here that is being overlooked. If (or when) China invades Taiwan there are two things likely to happen: First, the chip factories will be the first targets of bombing campaigns to ensure their destruction making them as useless as possible to the Chinese. Second, Taiwanese engineers will look to escape and the US (and much of the rest of the world) will be waiting with open arms. It’s kind of how Einstein ended up in Princeton. Needless to say, China will become even more of a pariah state and their chips will be more widely shunned. We need to have the infrastructure and network in place to address this very real eventuality. If we pounce at the right moment, we will become the dominant chip makers. Overall, this is a step in the right direction.

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