https://www.tomshardware.com/tech-industry/semiconductors/ta...
are you worried that china will invade taiwan, and then somehow taiwan will still be around to prevent the US fabs from making the best chips?
its a bit far fetched
the threat Taiwan faces is existential, and one of the only things that the US has at stake are these chips
The very subsidies Intel now has to pay with shares for? How is that a subsidy? Companies now and in the future would be very concerned before taking any US subsidies because the terms can always change after the fact.