Everyone is focused on Caracas right now, but I can’t stop thinking about the precedent this sets. If Beijing decides this is their green light to finally move on Taiwan, we aren’t looking at a chip shortage.
People seem to forget the silicon shield failsafes. ASML has remote kill switches for their machines, and Taiwan has practically confirmed they would scorch-earth the TSMC foundries before letting the PLA take them intact.
If that happens, 90% of advanced chips don't just get expensive, they vanish. Overnight.
We’re talking about a total freeze on everything from new iPhones to Nvidia AI chips for at least 2-3 years while the US tries to spin up domestic fabs.
Will the market even price this in? Feels like we are one bad decision away from the tech stone age.