I know you meant that casually, but I think it could be an American powerplay to keep China in check. If historical American influence are any indicator, they are not going to sit idly by and watch China achieve great feats and eat away American domination. They are probably strategising right now to stifle this growth. If so, TSMC could become a collateral. Intel would become the American reliable silicon provider for the western world.

I feel like a conspiracy theorist saying what I said, but a part of me seriously believes USA is capable of doing and thinking exactly like this.

A war over Taiwan would have global economic consequences that made whatever AMD's stock price did the most minor of footnotes. The amount of trade that goes through that area of the Pacific is staggering.