[dirtyid]

TSMC like most advanced fabs rely on western supply chains for operation. TW fabs aren't priority targets for PRC take over, they're useful barginning chips for PRC more than TW. PRC will offer US some sort of production continuity and US will pressure TW gov to accept. Losing TSMC will set back US/western high tech industry years.

But ultimately TSMC is expendable. TSMC is a media side show that obfuscates the actual amount of strategic semi assets PRC can physically threaten that will take decades to diversify out of trivial PRC striking range. Most of which are in Korea/Japan with US security guarantee, hence TW getting more reporting - it's under more theoretic "threat", combined with TMSC making all the leading edge chips for newsworthy products.

East Asian supply chain supports ~80% of global semiconductor production. Destroying TW fabs sets back a few generations of leading edge nodes which are already deniable to PRC due to US origin tech% and effects some high tech industries. PRC undermining/destroying east Asian fabs will set back global semiconductor capex for decades an every node which is essential to every western industry that requires a chip. It will constrain majority of global manufacturing to 90-00s technology. That's the real semi MAD, and why everyone is trying to build capex off TW island.