[dehrmann]

US tariffs on China are worse for Taiwanese independence than TSMC building fabs in the US.

[nine_k]

Pray elaborate! What is the mechanism of that, in your opinion?

(Not saying that the US policy is decent here, or anywhere else, under the current administration.)

[dehrmann]

The trade war reduces China's dependence on the US, whether through sales or holding US treasuries. This means China can invade Taiwan with less risk of economic sanctions. That said, without TSMC, and especially with the current administration, I doubt the US would step in.