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>I think China will capture Taiwan in the next two years.

This is really bullshit

1) Those fabs would get damaged just due to war

2) Those fabs could be destroyed intentionally by Taiwan (or anyone else like US) either via missile or from inside

2.1) Equipment in those fabs can be remotely disabled

3) Those fabs need very skilled people to operate

4) Those fabs need very very skilled people to advance, move forward, if not, then they will quickly get behind

5) Those fabs are dependent on western supply chains like ASML machines

6) Those fabs are dependent on western customers

Earthquake destroying TSMC fabs is more likely than China taking over them and using them as nothing happened




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