[totalZero]

Those chips exclusively come from West-aligned geographies. China can't fully disentangle its supply chain from that of the West without building EUV-based technologies. Taiwan remains a shared pressure point so long as China needs TSMC.

This buys time for the West to build more defensible fab infrastructure before China attempts to take Taiwan or damage its fabs.

[yucky]

Knowing this means that time is ticking on their leverage, wouldn't this speed up the desire of China to take Taiwan?