Frankly, a part of me suspects that whole AI RAM and SSD hoarding rush into “data centers” that aren’t even plugged to a power plant is a manufactured market push to begin hoarding electronic components before China invades Taiwan. I suspect a lot of oligarchs would be less willing to feed the AI bubble if they didn’t have a post-Taiwan invasion world to compensate their investments if it doesn’t work out. You think there’s scarcity now, just wait until the invasion happens. China invading Taiwan is going to make China lose a lot of support, one has to wonder what they think they will get out of it.

Taiwan would not have such a big target on its back if it weren’t for TSMC. TSMC should have diversified throughout the world yesterday, but because of wealth and power, Taiwan has to pay the price. The politics and arguments are gaslighting; China isn’t interested in Taiwan, they are interested in controlling the market necessary for even basic modern warfare - advanced microchips. I don’t know if its due to the greed that they are blind to it or perhaps they are perfectly aware of it, but attacking Taiwan will be treated as an attack against the world by many countries. It will provoke a reaction several times worse than what Russia attacking Ukraine did. By driving down their viability as a trading partner, they will make a lot of countries consider other options that are way outside of the contemporary political landscape today.