China 'must seize TSMC' if the US were to impose sanctions
For a supposed economist of national repute, juxtaposing TSMC with Taiwan is facepalm meme worthy. China&#x27;s interest in Taiwan predates TSMC &amp; mobile chips. &#x27;Semiconductor wars&#x27; are just the pretex of doing something military and stupid. Surely she is not serious. In my observation, overzealous nationalism has occasionally paved way for intermittent insanity<p>The good (or the bad, depends) news is that China will be shooting itself in the foot. And onto the foot of every manufacturing country ready to answer back loudly either as sanctions or trade blockades. (Assuming US doesn&#x27;t do anything except looking away). Any invasion will certainly create enough chaos to halt the factories at the least - and utter destruction in the usual scheme. Besides they don&#x27;t gain any trade secrets - those lie with ASML, sitting comfortably in NL. Net gain is negative for China. Factory inoperable? Check. Unnecessary war? check. Economic sanctions &amp; international pariah? check. CCP politburo members sure see this forecast in their calculus.<p>Semiconductor production is moving closer to being reality in US, for all the obvious geopolitics &amp; supply chain. Invasions or plans thereof will have no bearing on their deployment, rather pace it faster.