All of this seems quite shaky anywhere given humanity's reliance on Taiwan remaining politically stable and secure, which is far from a given. That so much of what's necessarily for the basic building blocks of what runs modern society is concentrated in one place with a ticking timebomb nearby is quite reckless.
I think China's waiting until the US is so broke it can't raise the money to rescue Taiwan. Based on the 40T debt, 2T deficit (not counting the 1.3T mid-term election bribe) and recent bond market jitters, that could be quite soon.