Y'know, in choking off China's access to high-end semis (kneecapping their ability to make them domestically + blocking Chinese imports of them) — we've created a situation where decapitating the semi market via a Taiwan move is less bad for China than for everyone else.

— jonstokes.(eth|com) (@jonst0kes) October 20, 2022

I told a friend last week that If I were China, I’d take out TSMC. It is the one logical move.