Taiwan

“It's all based on these chips and 70% of them are fabricated in Taiwan.”

“Taiwan will when the when PRC has the right window, be under complete Chinese control.”

“70% of the advanced chips come out of Taiwan, companies like TSMC.”

“They will invade at Taiwan. I've said this before, but I think that they will, and we will have no choice except to deploy troops into Taiwan, because in the absence of the silicon that we need from TSMC and a couple of other manufacturers there, we have zero …”

“What is the accomplishment that's going to really put him in that league, and you'd have to say it's the annexation of Taiwan. I mean, that's the thing that he must be looking to do before, you know, his time runs out.”

“I think we'll see the start of great global conflict. We often rationalize the series of events that, that catalyze conflict after the fact, rather than Recognizing that there was emotional conditioning that allowed it to arise in the first place. I think we'r…”

“If taiwan really wants to be independent every adult there needs to learn how to fight and they need to have weapons And that's gonna be the best guarantee. We can be their ally, but that's gonna be the best guarantor is creating a credible deterrent to she mo…”

“It's completely off the table. Completely off the table.”

“Everybody knows we're not gonna go defend Taiwan. Everybody knows we're not gonna send our military to Ukraine.”

“TSMC basically took the many, this idea of outsourcing manufacturing assets that Intel did with TSMC in the beginning, Created that business and moved most of our high technology and chips off and offshore into Taiwan. This is like a terrible idea.”

“Taiwan does not have the tools today that they need to deter Chinese aggression.”

“Because you're committing the country To a war in the future, that would be probably the bloodiest war ever fought.”

“And I think that that, that if we stopped our provocations toward the Chinese, that that would naturally de-escalate.”

“I don't see an American president, frankly, going to war, nor would I want them to go to war over Taiwan, but I think it's in all of our interests to maintain that status quo”

“I think most of the wealthy families I've talked to from Taiwan believe that five or six years from now, the US will no longer be in the position where they will need Taiwan and Taipei as much as they do today.”

“I would at least until the US has achieved semiconductor independence.”

“You think people who are growing up or in these areas are saying, you know, what I really, really care about is the defense of Taiwan? No, they care about their jobs. They care about access to the American dream.”

“I am clearly of the belief that we should continue with the strategic ambiguity in one China policy.”

“If one is to take China's policy literally, and probably one should then there will be some forceful force will be used for, you know to incorporate Taiwan into China.”

“There will come a point if, you know, probably not, in the not too distant future, where China's military strength in that region far except exceeds US military strength in that region.”

“There's a lot of good reasons to believe that even if we incentivize this, we're still hopelessly behind, and the CHIPFAPs that we're building are just, they're still years behind what they have in Taiwan, for example, so it's not clear it's gonna work, is my …”

“It's not worth it's not worth World War III. And I still think it's quite catastrophic if it if it gets taken over by the communists.”

“If you if you if you say we want some guardrails and we won't defend Taiwan, then they'd get invaded right away.”

“TikTok will be banned, 24 hours after the Taiwan invasion.”

“You know, I think we're sort of sleepwalking into Armageddon with you know, the Ukraine and the conflict in Gaza are just sort of the warmups to the China-Taiwan war.”

“We have three agreements with China that say we're gonna stay out of that.”

“The place where a conflict is most likely today is not over Taiwan. I could explain why I think Taiwan is not a serious problem at the moment or for the foreseeable future. The South China Sea is a very dangerous place. We could end up in a war for sure, even …”

“When you look at the SEC filings for Nvidia and you add up all the revenue, it says that about 47% of the revenue goes to China, Singapore, Taiwan, I think it was.”

“Yeah, you have to look across the supply chain, but, you know, from a structure standpoint, we all want to keep reserves for, you know, those times but it's months, it's not years.”

“And it resulted in chip manufacturing being offshored and it all ended up on the island of Taiwan. And that's a huge national security issue for the United States, because now our whole supply chain for this critical resource is single threaded on Taiwan.”

“They would have said, no, you want to build in Taiwan, you're going to have to pay a 200% tariff. And nobody would have left.”

“I believe that the greatest economic threat to the world economy, to the US economy, more than the Arab oil embargo that I lived through in the seventies when I was lined up with my parents to the, at the pump to do odd even days because of the oil embargo, th…”

“I think the standoff with China is going to be largely resolved. And I think president Trump's, when he makes his visit there, I don't know if you're going to go on that one. Sax, but I think it should be included in it, obviously because of the AI race. I do …”

“If you have that as a starting point, what is it in China's best interest to do? And I think it becomes obvious that the right thing to do would be to invade Taiwan.”

“About half of their electricity comes from their natural gas”

“Taiwan is halfway around the world, as President Trump says, and 90 miles off the shore of China, and we're far away, and we have a lot of other things to worry about, so it's a little bit like Cuba. So inherently indefensible if China were seriously determine…”

“I think the likelihood of an attack on Taiwan this year or next year or even into 28, but let me just do 26 and 27, absent some major provocation by Taiwan or some other third incident is very low. I'd put it at about where the prediction markets are, five per…”

“Now we're in a position where almost no amount of money is going to fix this problem for us, certainly on a timeline of relevance as it pertains to the risk that Taiwan has in twenty-twenty-seven.”

“We're 18 months from Taiwan not being an important moment of conversation the way it is today.”

“I, I've said this for years. I don't agree with Neil Ferguson on that point. I think that this is a nonsense issue. I think China and Taiwan will reconcile.”

“The amount of LNG, which is what Taiwan runs on is like, they have two or three weeks of it.”

“The island of Taiwan has less than three weeks, a big article in the Wall Street Journal two weeks ago on this, less than three weeks of energy reserves.”

“Hundred percent.”

“Now there's three strategies. One is the economic quarantine that just suffocates Taiwan. One is an invasion that tries to end this in 96 hours, and the other one is they take over those three islands and look at the world and say, you're going to start a war …”

“And we are going to train them up and they are going to be frighteningly good up until the point that that freedom involves Tibet, Tiananmen Square, and Taiwan.”