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DevilsTrigonometry t1_irbafvn wrote

It's very unlikely that US domestic investment will catch up to, or even keep pace with, global growth in demand for semiconductors. The entire world will continue to have a major stake in Taiwan's stability for the foreseeable future.

(The specific Western national-security interest in Taiwanese independence and liberal democracy may be weakened, which could be a long-term problem. But there won't be any impact on the West's willingness to defend Taiwan from a military invasion, armed coup, or other destabilizing attack.)

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