Ben Thompson highlights the profound economic implications of a potential Chinese invasion of Taiwan, emphasizing that it would disrupt global supply chains, particularly affecting semiconductor production. TSMC's role in manufacturing advanced chips makes Taiwan critical to the modern tech ecosystem. Should China invade, the resulting upheaval would exceed prior economic shocks, such as those from the pandemic or tariffs. Thompson warns that regardless of military outcomes, the disturbance in trade could lead to inflation surges and market collapse, rendering previous economic turmoil negligible by comparison.
A war over Taiwan would put all of these to shame.
An invasion wouldn't just be a military conflict; it would be a systemic rupture in the global economic order.
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