Comment by jurgenburgen
17 hours ago
The Taiwan war that the world is sleepwalking into is going to wipe out so much chip capacity that the current inflation will look like a blip.
17 hours ago
The Taiwan war that the world is sleepwalking into is going to wipe out so much chip capacity that the current inflation will look like a blip.
While it's a possibility, do you believe it is likely enough in the very near future to the point where you are betting on it? Perhaps shorting TSMC?
If I did so when I first thought about it, I would be broke by now.
The point to short will be when the Chinese army forms up.
With Ukraine we saw it. It was incredibly obvious. Hilariously the Ukrainians themselves saw the huge army on their border and told everyone it wasn’t going to happen and refused to build any defences. Taiwan will be the same. But the satellites will give everyone enough warning.
To be fair my understanding at the time was that Ukraine was well aware the invasion was coming and the government was publicly making claims that helped avoid panic and allowed them to move military assets around more easily.
> the Ukrainians themselves saw the huge army on their border and told everyone it wasn’t going to happen and refused to build any defences
You're going to have to cite that, because Ukraine was already in the low-intensity Donbass conflict when the most recent invasion happened.
But yes, you can't hide an invasion fleet. The Chinese navy only has three aircraft carriers. They've recently had high level purges in the PLA. Invading now would be a disaster for them. But you never know when a disaster is going to get ordered for political reasons.
1 reply →
> Hilariously the Ukrainians themselves saw the huge army on their border and told everyone it wasn’t going to happen and refused to build any defences.
In terms of gaining political support, being a victim in the modern world is very advantageous. The more of your civilians die unjustly, the more the media will portray you as a great and brave leader. There is nothing hilarious about this, only cynicism of the leaders of the country.
Ukraine expected treaties to mean something. The world now knows better.
>Hilariously the Ukrainians themselves saw the huge army on their border and told everyone it wasn’t going to happen and refused to build any defences.
Not the full truth. Leadership said publicly that there was nothing to worry about, but the AFU dispersed assets, distributed suppiles and ammunition, and took a defensive stance before the invasion happened.
[dead]
Are you expecting that China invades Taiwan and destroys chip production? Or cuts the world off and keeps the supply for itself?
If China were to invade successfully, Taiwan chip production will self-destruct just to prevent it from falling into Chinese hands.