I thought this was a surprisingly detailed article about the potential economic impacts of different "conflict in Taiwan" scenarios: https://www.bloomberg.com/news/articles/2026-02-10/the-10-tr... (https://archive.is/wYbVh).
Chinese won't get JACK. All the foundries are completely lock 'N load to detonate upon any invasion that appears to overwhelm the defenders.
That prevents global economic collapse how?
Same way it does with nukes. It's Mutually Assured Destruction. If there's a credible promise that attack will result in a total boardwipe, there's strong incentive not to attack, because then China's fucked too. It's crude but it mostly works.
What's interesting is that I don't hear much about China spinning up chip fabs. I haven't gone looking, and I imagine they're doing it, the way we are with the CHIPS act etc. If china could get within a few notches of SOTA (in both nm and throughput), their attack position would be much stronger, but it'd still be a generationally brutal experience for most of humanity.
Presumably he meant to respond to the comment by "Fricken" that suggested there wasn't a problem because the companies would just keep selling chips under new Chinese ownership.
The foundries aren't known to be wired to blow, but the US says they'll bomb them should they come under Chinese control:
>“The United States and its allies are never going to let those factories fall into Chinese hands,” Amb. Robert O’Brien told me during a conversation airing today at the Global Security Forum organized by the Soufan Center in Doha, Qatar.
The bulk of the world’s most advanced microchips are produced in Taiwanese facilities owned by TSMC. Gaining control of those plants would make China “like the new OPEC of silicon chips” and allow them to “control the world economy,” O’Brien said.
“Now let’s face it, that’s never going to happen,” he said.
O’Brien drew a comparison to when Britain chose to destroy France’s storied naval fleet after the country surrendered to Nazi Germany, killing over 1,000 sailors in the process . He recounted how Winston Churchill, a noted Francophile, walked into the House of Commons “with tears streaming down his face because it was the hardest decision he made in the war,” but received unanimous applause.
https://www.semafor.com/article/03/13/2023/the-us-would-dest...
If that happens you can't really blame China, lol.
Knowing current climate in SV this article seems out of touch. Tech industry is keenly aware of this and trying to do everything to avoid it.
Does NYT think China is going to blow up all the chip foundries? China likes money, you'll still be able to buy chips made in Taiwan.