In addition to Apple's A-series and M-series chips, isn't TSMC the only company shipping 5nm and on pace to be the first to ship 3nm chips? And they provide chips to a lot more than just Apple... I'm thinking if this came to pass we it would be the start of a far more profound chip shortage that would make the previous one look like a minor inconvenience.

Pretty sure they supply to Lockheed as well. Wonder how they'd react to such a move.

Samsung and Intel have shipping 5nm equivalents

idk man...if Apple stops producing phones tomorrow morning I can't see it effecting anyone too much. Apple shareholders don't count.

Tell that to your 401k

How naive to think that Taiwan (or the US) wouldn’t “disable” those facilities if threatened with invasion.

Why would a Taiwanese company build a plant in China??

Foxconn is a taiwanese company that builds factories in China. I think generally the answer is cheap labor and supply chain coalescence.

Not sure what he thinks.

The machines that makes those chips isn't produced in Taiwan.

Disable, done. I would think.