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> The idea that the US protects Taiwan from a possible Chinese invasion over chips is one of those things that sounds believable but really isn't going to happen.

I recently got (second-hand) one Taiwanese business perspective on this.

Background: A friend of mine runs an SME in Europe and one of their key suppliers is in Taiwan. Friend visits Taiwan regularly to maintain the relationship. The following conversation happened around a year ago.

My friend gets talking [in private, off the record, after a drink or three] to one of the Taiwanese managers, and the topic turns to China and the invasion scenario. My friend asked if the Taiwanese business had put any thought into what might happen (thinking maybe they've explored the business continuity angles).

The Taiwanese guy basically shrugged, and said that if the Chinese were to launch an invasion, "Taiwan is completely * * * *ed", there's nothing the US or anyone else could or would do to be able to prevent that. He apparently didn't seem up tight about, more resigned. No interest in trying to plan any kind of response, because they feel they'd be hit with overwhelming force and would be completely on their own for long enough that it would all be over.

My friend was and still is concerned about his business continuity, with his key supplier potentially going offline, so is quietly exploring his options.



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