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My understanding is that there are currently only three important chip makers, including Intel with all of their issues.

The world is largely dependent on TSMC, not only for the latest GPUs but also for embedded chips that we keep putting into everything from cars to toasters.

For me the questions isn't whether the US would help Taiwan because we're dependent on them. I wonder whether we actually have the backbone to step in militarily at all, and whether out military is as combat ready as we like to think they are.



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