New Huawei 96GB GPU

I don't doubt you, and I think you'll be right for some time.

I also think it's foolish to count out Intel. They're down, but so was AMD. More pointedly, this is not Intel's first time playing "This works or we go under"

No, it is not. Do you know why?

It's an opinion, clearly. Clearly, as few claim to be prescient. Dismissing my opinion, because I am not psychic and prescient is a very, very strange thing to say and do. You may say "that won't happen, your opinion will turn out to be wrong", but you cannot say my opinion as a statement is false, unless you are claiming I am lying about my own opinion?

And really, it is exceptionally silly to say "No one knows what $x will do", because of course not it's the future. We're all employing prediction trees, when we offer opinions on future events. Saying "no one knows the future" is just plain silly in this case. What are you even trying to assert? That we should all just never use our life experiences, knowledge, to attempt to provide some idea of what may come? Absolutely absurd! All of what I've just said is also understood as part of normal discussions of the future, so please try to keep this in mind.

Because trying to invalidate opinion by saying "you can't tell the future" makes no sense

And beyond that, after you discount my opinion because you claim people cannot tell the future (eg, no one knows what China will do), you immediately provide your own rendition of "what China will do".

What?!

So presumably, what you really mean in your first paragraph is that only you may predict the future outcome of events? I suggest, and I mean this honestly, that you drop this weird tactic from future debates. You cannot invalidate opinion in this way.

Moving on, it is strange to claim I am using a "Western lens". Are you trying to claim that China is somehow a land of pure people, free of all aggression and expansionist drive? And which will engage in no warlike actions? Which will not use force when it suits them? Such a rendition of any grouping of people is truly bizarre, and it is the only possible way your statement may be read. It is also very strange for you to throw this in.

You seem to be using trigger words, and pre-packaged conceptualized methods in an attempt to invalidate things people assert or say. Throwing 'Western lens" around is an attempt at impinging my worldview, it is logical fallacy, an ad hominem attack.

Please drop these sorts of tactics. If you want to realistically refute something I am saying, just refute the specific thing. Don't use ad hominem attacks. Don't refute a method (opinions of future actions), then employ them yourself.

Back to the meat of it. Surprisingly, for China, you and I seem to agree here, for you claim that China will try to use other tactics. Not will, but try as in "first use all other tactics". No kidding, ya think? Everyone tries other tactics first. Look at how many years Russia spent trying to subvert the Ukraine, before invading.

So you're not disagreeing with me. Not one bit. Because when I say China will invade Taiwan, I know all of this. Pretty much everyone you talk to knows that China has spent decades trying to subvert and take over Taiwan via sneaky, tricky subversion of Taiwan's political system. This isn't news to anyone, they've been trying for decades and endlessly failed. They've already tried those other tactics. Forever. They've failed. Over and over again.

And no, they aren't closer than ever before. Not much has changed in this regard.

So my assertion is that all of that will fail, as it has failed for decades. And that, as I said:

"China will 100% invade Taiwan."

Back to TSMC. There is more to the world than TSMC. There are other FABs coming online. There will be more money spent. And that's the whole crux of my comment.

Because the US does not want a war with China, any more than China with the US. Yet the US absolutely, positively, will not give control of Taiwan to China ever, under any circumstances, as long as the very prosperity of the US depends upon it.

Not going to happen. Not via political means. Not via a direct attack. Not via invasion. Never, never, never.

China will never ever be allowed control of Taiwan, until the US no longer needs it.

And so yes, there is an understanding between the US and China. You and I and everyone very much should want there to be an understanding. We should all want the US to have all the fabs it needs.

Because the alternative is a lot of death and destruction.

The closest parallel is, if a country cannot feed itself, and its stomach is filled by the bread of another land? And you invade that land? You will immediately be at war.

Instantly

This is entirely the same. So you should very much hope I am correct.

I understand that advanced chip making has been done, and is an engineering problem. By generations I assume you mean cohorts.

However, one must not forget the subsidy lever China is using to distort competitive advantage on a financial level. As long as we do not level the playing field in a strategic sense, we will loose on the market long term.