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Yeah, I just don’t know that there’s the will to blow up the world economy for which flag flies over Taiwan.

China absorbing Taiwan (especially to Americans) just doesn’t seem like a radical, terrifying concept.

A Hong Kong style negotiated transfer might be best for the world - Taiwanese that want to leave can, the US can build up a parallel source of semiconductors, China gets Taiwan without firing a shot.





That didn't work out so well for Hong Kong.

Is it better than the alternative? Do you think TSMC wants to see a Dongfeng or ATACMS headed for their fab, if the alternative is a negotiated handover?

Better than it has for Ukraine.



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