Don't count on China. They are going to invade Taiwan next year and the global trade embargo will be a rounding error to the destruction of the tmsc factories during that war. Or they will capture the fabs and prohibit export to the US. Loose loose for us.
Don't count on China. They are going to invade Taiwan next year and the global trade embargo will be a rounding error to the destruction of the tmsc factories during that war. Or they will capture the fabs and prohibit export to the US. Loose loose for us.