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

The reliance on Taiwan for high-end GPU manufacturing is a critical issue, as 100% of these GPUs are produced there, creating a significant supply chain risk.

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.

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

The growing tensions between China and the US should be a concern for everyone.

The race with China will intensify as both sides rapidly industrialize, with AIs deployed throughout the economy, potentially leading to misalignment issues.

Export controls on AI technology could push China towards military action, as they may feel cornered by restrictions on access to cutting-edge technologies.

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.

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.