125. A War Over TSMC: Is it likely? Severity of Shortages? | Jason Fields, Angry Planet

Jason Fields joins Tom to discuss a potential conflict over Taiwan, and what shortages would look like.
[SPONS: brokensilicon = -30% Win10, dieshrink = -3% games: https://www.cdkeyoffers.com/cko/Win10]
[SPONS: brokensilicon = -20% E-WIN Chairs (USD: https://bit.ly/3u7PPgr), (CAD: https://bit.ly/39wQfU5]

0:00 Intro Warning – an important, but atypical episode.
3:10 Who is Jason Fields? What is the Angry Planet Podcast?
6:00 Is Jason, a war reporter, aware of how bad gaming shortages are now?
10:50 Taiwan's ascent to incredible global importance
18:00 Can the US afford to lose Taiwan? Can China afford to lose afford the blowback?
26:02 How would a potential takeover of Taiwan likely happen?
32:00 What are China’s motivations for taking Taiwan?
38:49 Would controlling Taiwan be an easy weapon to wield?
41:42 Do corporations have any power to prevent a war?
48:52 What should we hope happens with Taiwan? Is America in decline?
1:04:25 If Taiwan was "Knocked Out" - what would the shortages look like?
1:15:00 Should the West Diversify silicon production more? Or focus many on relations?

Jason’s Podcast, Angry Planet: https://angryplanet.substack.com/p/when-will-china-invade-taiwan
https://www.linkedin.com/in/jasonqfields/
https://www.reuters.com/journalists/jason-fields
https://twitter.com/JasonQFields
https://www.reuters.com/article/idUS49548278220160520
https://www.taipeitimes.com/News/biz/archives/2021/06/03/2003758486
https://www.notebookcheck.net/TSMC-has-the-largest-market-share-in-the-global-semiconductor-manufacturing-industry-Counterpoints-Research.518137.0.html
https://www.abc.net.au/news/2018-06-27/china-ghost-cities-show-growth-driven-by-debt/9912186
https://en.wikipedia.org/wiki/Chung_Kuo_(novel_series)

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