The semiconductor chokepoint is also a financial one
Onshoring the fabs does not onshore the packaging, the substrates or the chemicals. The dependency map is longer than the headline.
Section
China Vs Taiwan
Coercion below the threshold of war, and the chokepoints that make it global.
The quarantine scenario
The most likely coercion of Taiwan is not an invasion. It is a law enforcement operation that the world has no agreed way to answer.