A guess is that china burned its own asset. Why would china burn its own asset? With her being known compromisined, usefulness expired, they burn her and potentially damage the NVIDIA relationship with TSMC. The thing to keep in mind about china is they make long plays, not short ones. If they do intend to make landfall on Taiwan in ~4 years, this seems on track, sow distrust now, reep it's rewards later. You might say, that's a crazy longshot for a long player to make. And you be right, but it's at the cost and risk of basically nothing. Perhaps this will be the first in a series of events that will sour or slow the relationship the US has with Taiwan.