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showerst | 1 month ago

90% of TSMC's capacity is still in Taiwan. A substantial amount of global high end chip capacity is also in South Korea and Japan, which would likely get pulled in.

A war would not wipe out chip production, but the squeeze would be immense for many years.

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fc417fc802|1 month ago

> A war would not wipe out chip production

It probably wouldn't but it definitely could.