Geopolitics

Hot take: China will increasingly support (directly or otherwise) development of semiconductor capabilities across the world.

This lets them mitigate Taiwan's importance as the only foundry hub and thus fasten their plan to annex the state without much resistance.

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Fair. From what I understand, Huawei already has made quite some progress in building 6nm Chips and maybe they'll soon try and give CPEC nations access to this only to undermine Taiwan as a first step. This is just the first step followed by what you said.

yeah, the core r&d will stay with CCP and largely away from the public eye cause, again 6nm is also something most of the world wasn't expecting them to do. Mass production foundries will likely go further down the chain.