The semiconductor industry is precarious, with Taiwan's manufacturing capacity being critical for global tech, and Intel's decline in process technology leadership poses a risk to American technology dominance.

TSMC's ability to produce chips is critical for various industries, and their dominance in the market is a key factor in global technology supply chains.

There's an inevitability to the situation regarding Taiwan that could negatively impact Tesla and other companies globally.

TSMC is crucial in the semiconductor supply chain, producing most of the world's chips, especially for companies that outsource their manufacturing.

If China takes control of Taiwan, it would severely impact the semiconductor industry, affecting companies like Apple.

If China gains more capacity for chip production, they could dominate the market and undermine American companies' financial performance.

The foundry model, where companies outsource chip manufacturing to TSMC, has become successful due to the high costs and complexities of building fabs.

The demand for chips is expected to remain high, and countries that can produce their own will have a significant advantage.

ByteDance is arguably the largest smuggler of GPUs for China, renting from companies worldwide to support its operations.