You significantly underestimate the importance of compute superiority for data synthesis for command & control.
But, I think I see where you’re going: the US preemptively destroying Taiwan’s fab capacity…
In the way Ukraine’s only card is its mineral wealth, sure.
Taiwan is the Belgium of the American security system. If our guarantees are useless there, they’re useless everywhere and new global security guarantors are needed. If Taiwan falls, moreover, China has unconstrained access to the Pacific. That brings the next conflict closer to American shores. It also threatens American naval power globally given our reliance on Korean and Japanese shipyards.
I have nothing to say about Ukraine. My original root comment is simply that weakening TSMC’s capacity by spreading it to the US is not in the interest of Taiwanese security. But as I responded elsewhere, this is probably just optics.
Ukraine's $500 billion rare earths scam: they don't exist, and we should know better
No it isn't.
> But, I think I see where you’re going: the US preemptively destroying Taiwan’s fab capacity…
I'm not going anywhere. China would bomb TSMCs factories itself and spend hundreds of times more on an invasion and subsequent sanctions and costs than it spends on funding its own semiconductor development, if it meant it could control Taiwan. Taiwan's cards are that it is a linchpin for air and naval control of the South and East China seas, and that it is protected from invasion by a hundred miles of water and challenging geography. That's why China wants it. That's the card.
Blow up all TSMC's factories on Taiwan tomorrow and relocate its scientists and engineers and you think China would suddenly drop its ambitions to "reunify" and take control of the island? Since its alleged only card was gone?