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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Cogito Ergo Sum who wrote (170607)	4/17/2021 9:50:44 AM
From: stsimon	Read Replies (1) \| Respond to of 217662

Perhaps the recent events in Hong Kong are just a dress rehearsal for Taiwan. Given that the most important semiconductor foundry in the world is located in Taiwan, it would seem that China could simply occupy Taiwan and instantly have that fab. Short term bloodshed, confusion, and disruption, but long term makes sense. Given the experience of being unable to defeat goat herders in Afghanistan,I doubt the U.S. military would want to commit ground troops to such a conflict. Air power wouldn't get it done. The semiconductor industry is nearing atomic limits in its traditional approach to chip manufacturing, so for the U.S. to invest $50 billion or more for fabs in the United States seems like a risky endeavor at this stage in the cycle. Looks like a classic rock and hard place situation. If China take Taiwan SOXL is road kill. FWIW.