I’m worried if west gets to ahead the best thing for C is to destroy the factories to slow down the ai.
If west ai is too advanced can take over the world. So better go to war now on a same level playing field than later when you need to fight against a SGI
That is exactly the scenario that I believe and invest in. I peg trouble in Taiwan in the next 2 years at about 30%, which is waaaay higher than is priced into the market right now. If you think intel has gone up in price a lot now, it will absolutely skyrocket if TSMC fabs suddenly disappear. After adjusting to a domestic fab pipeline, we will have built up again an industry with a good talent pool (which we don't have now, Arizona TSMC fab needed to ship people in from Taiwan). At that point, why go back to a TSMC model? Hence we will have a booming domestic production pipeline, though still with complex international dependencies for various components.
If west ai is too advanced can take over the world. So better go to war now on a same level playing field than later when you need to fight against a SGI