Just I explained to President Trump, TSMC when they started they have the Taiwan government as a shareholder. If you look at Japan, you look at Singapore, this is the infrastructure US government get to provide the support.
Uh, Micron bought a fab from a company in Taiwan that makes lagging edge chips, right? Um, Heinix and Samsung are doing, you know, some pretty crazy things to try and expand capacity at their existing fabs, uh, that also have like very large knock-on effects in the economy. And so, hey, why can't we build more capacity is like there's nowhere to put the tools, right?
A lot of people think that to make deterrence work, you have to be able to beat the Chinese and therefore, you need a much bigger military. And I don't think over time that's possible. I think it's probably not even possible now to beat the Chinese in a war over Taiwan or in a war in the South China Sea.
Yes, China has been very clear that they’ll incorporate Taiwan peacefully or militarily, but that they will incorporate it from their standpoint is 100% likely.
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