zubenelgenubi
I'm a star
If China were to invade Taiwan tomorrow and TSMC's advanced chip fabrication plants were taken over/destroyed in the fighting/blown up by retreating Taiwanese, the production of consumer electronics worldwide would be absolutely *ed. The upcoming buildout of their new facilities in Arizona cannot come soon enough.
Yep. I deleted my last post after I saw your clarify your thoughts on China in the post after it.
We're starting to mine lithium in California and AZ, I believe, and CA has facilities for the clean refining of rare earth metals.