I would sure hope so with Taiwan we allow that, but I personally believe if we get to that point we've already lost and the world will look very very different. Unless we're talking about precautionary evacuations and even still doesn't send a lot of confidence.

Seems like TSMC is a great first target too, unless MAD stands.

When will China have enough internal capacity and knowledge? Before the US? I know the US has large old fabs like one in MN I think that are secure for government needs so minimally we have that + Intel.

I'm a big China hawk though and strongly believe in more direction pressure now, let alone squirming away from our bluster & protection commitments if China becomes even more aggressive.