China/Taiwan fight.

EGLSShin said
I think if China does pull a Russia, we will jump into that fight. If you allow China to take Taiwan and play mob gangsta politics with all that chip manufacturing that exists there, the world is in big trouble,. We're already in a bonafide shirtshow with a chip shortage, imagine greedy China extorting the entire world? Pretty much all the chip fabs are in Taiwan, this is why it was paramount to start building chip fabs in the USA long ago, the Intel chip fab being built in Arizona won't come online anytime soon. It is inevitable at some point China is gonna get brave and attempt to take Taiwan.

The US is stepping up its silicon chip production game. Texas Instruments will spend 30bl on manufacturing factories in Sherman Tx. They also have a factory nearing completion or recently completed in Richardson Tx. Samsung is investing 17bl on a new factory in Taylor Tx. Most of these won’t start production until 2nd half of 24 or sometime in 25. But the point is, we will have more domestic production in the next 2-3 years.