Dylan Patel: Political coup in Taiwan is more likely than full invasion
Dylan Patel · Dylan Patel Explains the AI War While Cooking | In-Context Cooking · Feb 26, 2026 · at 8:53
SemiAnalysis CEO Dylan Patel outlines geopolitical endgame scenarios regarding China, Taiwan, and TSMC semiconductor manufacturing.
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“What I think is most likely is that there is some sort of political coup or action. That destabilizes Taiwan in some way but doesn't actually, doesn't necessarily lead to an invasion, a full-scale invasion, and so sort of this is the best of the both worlds for at least China, right?”
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