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

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.

China is reinvesting funds into industrial capacity, particularly in areas like microchips, aiming to build chips that could surpass Nvidia's technology within the next 6 to 8 years.

China is rapidly catching up in semiconductor technology and could do the same with AI, especially if they continue to invest heavily in it.

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

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.

The restrictions on chip technology to China are a poor decision that forces a conversation we can't reverse, highlighting the U.S.'s dependency on Chinese technology.

China is preparing to innovate around U.S. technology restrictions, which could lead to significant advancements in their tech industry.

US export restrictions have slowed China's progress in leading-edge semiconductor technology, but they have accelerated their capabilities in trailing-edge technologies.