China is a larger threat to us than Russia.
In one part, because they are a threat to Taiwan, and the US Economy runs through the Taiwan Semiconductor Company. 25% or so of the S&P 500 can be tied to just Amazon, Apple, Microsoft, Facebook, and Nvidia, all of whom rely on the chips being produced by TSMC.
Now - we could say it would be better for national security to produce those chips domestically. The Biden Administration seems to think so, they passed the CHIPs act in order to facilitate domestic semiconductor production.
But because it's a Biden effort - Trump has asked Mike Johnson to repeal it. The primary beneficiary and the only US firm with any real semiconductor expertise is Intel, whose design business is in the shitter and has completely bottomed out their balance sheet to the point where they can't go out and build new fabs with processes that will match Apple and Nvidia's needs.
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