• joe0185@alien.topB
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    10 months ago

    If china invades taiwan,

    The timeline would be aggressively accelerated in this scenario. The timeline for transition assumes we continue to do it at the typical leisurely business pace. But if the entire world suddenly needs a new long term source of semiconductors and various components, that’s an insane amount of economic pressure. That’s very a different case from a normal supply disruption.