I commented on this a couple of months ago, after looking at a Global Times (purported cpc mouthpiece) cartoon when Pelosi was visiting. "Theft of national heritage" was an odd one to see, and it immediately became clear CPC meant the Taiwanese chip industry. The TSMC CEO also very openly said that post-invasion Taiwan won't have a chip industry.

I also agree with your prediction. If Taiwan's "Chinese cultural heritage" does end up in US, the only other matter that are Taiwan sensitive are controlling the first island chain, and Japan's thoughts on the matter.