Taiwan Invasion: Timeline to Global Collapse – @Asianometry & Dylan Patel

Dylan Patel and Jon Y (Asianometry) detail how a Taiwan semiconductor shutdown would collapse the global economy within months.

• 80% of global 28nm chip production is in Taiwan; loss would halt cars, displays, appliances, and microcontrollers simultaneously.
• Modern ICE vehicles contain 2,000+ chips; EVs like Teslas are even more chip-dense, making auto production impossible within 6 months.
• Magnificent 7 stocks (~60–75% of S&P 500) all depend on chips; market crash would begin within days of a Taiwan blockade.
• Trailing-edge chips (not just cutting-edge AI silicon) are the hidden catastrophe — fridges, toothbrushes, weed whackers all affected.
• At 13nm node, 100% of production for companies like Texas Instruments, Analog Devices, and NXP is manufactured in Taiwan.
• 6 months in, remaining chip supply would be sequestered for military use, freezing civilian manufacturing entirely.
• Europe, US, and Japan fabs exist but lack capacity to compensate; TSMC’s old fabs run near max already.

2024-10-08 · Watch on YouTube