The harder wartime constraint may lie in the specialized minerals, electronics, control systems, and missile components placed inside steel hulls. The two sides' ultimate hull output could be closer than headline yard capacity suggests. Western dependence on Taiwanese information-technology infrastructure makes the island important strategically and to the production chain that turns hulls into functioning warships.
Notable Point · 3:49:45-3:50:33
The electronics bottleneck behind wartime shipbuilding
Hull construction may be roughly balanced after mobilization, but ships and missiles still depend on electronic components and materials tied heavily to Taiwan.