Semiconductor analyst theorizes that China might want to destroy TSMC instead of capturing it — Chinese invasion of Taiwan would destroy supply chains, cripple South Korean chipmakers

The Taiwan Semiconductor Manufacturing Co. logo atop a building at the Hsinchu Science Park in Hsinchu, Taiwan.

Semiconductor Business Intelligence recently published a different take on China's plans for Taiwan and TSMC. Numerous predictions have been made about the events that would unfold if China invaded Taiwan, with most theories predicting that either Taiwan or the US would destroy TSMC's fab to deny China ownership of what are arguably the most important factories in the world. However, Claus Assholm, a semiconductor analyst, has a contrarian take—what if China's strategy to deal with TSMC's presence in Taiwan is simply to destroy it?

"What if China is not deterred by potentially mined TSMC factories and ASML kill switches? What if the reunification plan is based on eradicating the TSMC factories and the Semiconductor supply chain in Taiwan and beyond?" Assholm ponders in his blog.