> What I don't get is, in what universe is any US president going to engage militarily against China across the ocean
The whole premise of TSMC is that losing TSMC would cause such a global economic collapse that defending Taiwan is the only option to prevent this from happening. All high-performance computing is dependent on TSMC right now.
The whole premise of TSMC is that losing TSMC would cause such a global economic collapse that defending Taiwan is the only option to prevent this from happening. All high-performance computing is dependent on TSMC right now.