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Everyone is focused on Caracas right now, but I can’t stop thinking about the precedent this sets. If Beijing decides this is their green light to finally move on Taiwan, we aren’t looking at a chip shortage. People seem to forget the silicon shield failsafes. ASML has remote kill switches for their machines, and Taiwan has practically confirmed they would scorch-earth the TSMC foundries before letting the PLA take them intact. If that happens, 90% of advanced chips don't just …
— ORIGINAL POST ·
With the US hitting Venezuela today, is anyone else terrified China takes Taiwan next? (and bricks the global chip supply)
· r/stocks
· Jan 3, 2026