alt Hacker NewsThe Taiwan war that the world is sleepwalking into is going to wipe out so much chip capacity that the current inflation will look like a blip.
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_heimdall • today at 11:15 AM
Are you expecting that China invades Taiwan and destroys chip production? Or cuts the world off and keeps the supply for itself?
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While it's a possibility, do you believe it is likely enough in the very near future to the point where you are betting on it? Perhaps shorting TSMC?
If I did so when I first thought about it, I would be broke by now.