Not sure if that’s agreement or disagreement. Yes China wants it but Trump won’t protect Taiwan if he’s got 50% of the prod in the US. If he’s got that much semi capacity he’s gotta have Taiwan-independent supply chains and it would be much easier to scale as needed. And therefore he wouldn’t stand in the way of China taking over Taiwan one way or another.
Not sure if that’s agreement or disagreement. Yes China wants it but Trump won’t protect Taiwan if he’s got 50% of the prod in the US. If he’s got that much semi capacity he’s gotta have Taiwan-independent supply chains and it would be much easier to scale as needed. And therefore he wouldn’t stand in the way of China taking over Taiwan one way or another.