I strongly believe this riff serves multiple purposes from an "exposure" standpoint. IMHO the whole chip manufacturing in Taiwan thing is going to be exposed. I was in the auto electronics industry when we shut down fabs in America and moved to Taiwan, 15- 20 years ago. I was on the team that did the financial business case, and my team along w/ purchasing, quality, engineering, operations managed the transitions. The whole thing left many of us shaking our heads daily. It wasn't right, none of it made sense and we were all veteran middle managers of a Fortune 100 company. The risk was huge, but overlooked. Chip lead-times are 12-16 weeks, and then transit, handling, plus oversight. Backdoors can be done very easily and virtually undetectable if the proper base is installed during the fab process. Taiwan is the leader in chip manufacturing. I think they have been a part of putting back doors into every chip they produce...or a very high %. Anyway, just my thoughts after having a bad taste in my mouth for 20years.

https://worldpopulationreview.com/country-rankings/semiconductor-manufacturing-by-country

they're always playing ping pong like north and south Korea.. just a bunch of asians playing sports but nothing will ever happen. They love money and family too much and Asians fighting w/ their own people is just a no no.

A couple years ago, Trump said distinctly that China will make a play on Taiwan. After the last tech run up, I sold AMD and Nvidia. Both depend on TSMC for most of their inventory. NVDA posts earnings on Wed, knocks it out of the park, guidance raised, new buyers jump on, then it drops 50-75% on threat of war. Libs are heavy holders of NVDA. That might shock a few into reality