First time in your life?
Were you born after COVID and the 24 months of dire component shortages that followed?
Were you born after COVID and the 24 months of dire component shortages that followed?
If there is an escalation over Taiwan, then that will cause the loss of most of the world's high grade chip manufacturing capacity. TSMC is busy doing technology transfers into the US, but it is going to take time, those fabs won't have capacity for the whole world, and they still heavily depend on Taiwan based engineers if something goes wrong etc.
Just like with COVID you don't know how long this shortage will last.
Almost everything you own that runs on electricity has some parts from Taiwan in it. TSMC alone makes MEMS components, CMOS image sensors, NVRAM, and mixed-signal/RF/analog parts to name a few.
Also, people seem to assume that TSMC is an autonomous entity that receives sand at one loading dock and ships wafers out at another. That's not how fabs work. Their processes depend on a continuous supply of exotic materials and proprietary maintenance support from other countries, many of them US-aligned. There is no need to booby-trap any equipment at TSMC; it will grind to an unrecoverable halt soon after the first Chinese soldier fires a rifle or launches a missile.
Hopefully Xi understands that. But some say it's a personal beef/legacy thing with him, and that he doesn't even care about TSMC.
I wouldn't be surprised if there was enough damage that building a new fab from scratch is easier.
Which will put the whole world back for a decade while we rebuild the factories from scratch.