Advanced semiconductor fabrication is a major strategic asset because losing control of that capacity would disrupt access to critical components. The two sides do not prize exactly the same thing. Taiwan's partners want the fabrication plants to keep operating, while China's prize in the scenario is Taiwan as a whole. Mainland China already has some related capacity, but outside customers may not trust it in the same way.
Notable Point · 1:03:07-1:04:54
Why Taiwan's semiconductor fabs are a strategic asset
Taiwan's advanced fabrication capacity gives its partners a reason to preserve production, while Beijing's strategic objective extends beyond the factories to Taiwan itself.