[dillondoyle]

TSMC is the scariest thing in my mind.

I wish Apple or govt would fund similar fab/s in the US - hell just build it with stimi or huge tax breaks and TSMC can still hold the IP and profit, just have enough onshore knowledge to run it in isolation if needed.

CCP hitting TSMC in their first strike would be a hell of a whammy, even if mutually destructive.