What does this slide mean?
This slide is used to describe the magnitude of the catastrophe that will come if China enters Taiwan as the nerve center and manufacturing power of TSMC.
If the factories are captured and destroyed by China, the consequences will be a loss of technology and production.
If the factories are captured and destroyed by China or the USA, production capacity will be lost.
In both cases, the consequences of the American stock market will be unprecedented for the aforementioned companies.
And Intel will be the only one who can save the situation.
And Of course, the bet is on both: economic and national security because, without processors and chips, there is no right of survival neither financial nor national.
The chips are the new black gold of the world according to which humanity will survive and develop.
The Chips are undeniably the new “Black Gold” of the world; which is necessary for the continued progress and development of Mankind.
Tensions are rapidly escalating between Taiwan and China, posing a challenge to the Chinese military.
The Taiwanese may be unaware of China’s anticipation of this outcome.
The problem of the Taiwanese (I’m not sure if they fully understood) is that the US also wants China to invade Taiwan.
This move only benefits the US.
1. TSMC factories will be extinct or nationalized by the Chinese.
2. In Return, the Americans will do the same to the Chinese in the US.
3. The Americans will sell a lot of weapons to Taiwan.
4. Intel will win all of TSMC’s customers.
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