US Intel

To be honest, for most Chinese people, the reason we haven't taken action regarding Taiwan is not because of TSMC, but rather our patience with the current will of the Taiwan people. However, this patience has its limits. Even if TSMC has better chips now, China mainland will surpass them next 10 years. You can compare the gap in chip technology between Chinese companies in 2015 and that projected for 2025 to see this trend. As for Intel, we don't really care about it.

Do you think an invasion of Taiwan brings risk of a new, worse status quo? I think that's primarily why China doesn't invade. If it were possible to just achieve an easy, total victory then there is no reason to wait for Taiwanese people to change their mind about joining China.

Im also confused why you say China's inaction on Taiwan isnt about TSMC its about patience, but patience is running out because China wont need TSMC in 10 years. That seems to contradict itself.

China has no reason nor any incentive to invade Taiwan. They are moving ahead with a strategy of overwhelming force and patience. In short China will simply continue to greatly expand its Navy and overall military size. It will do so until its so overwhelming that Taiwan will simply end up voting to join back with China as it will be in its own interest. China has no need to speed this process up and can simply do exactly what it is doing now.. and just watch how things will change in the next 5-10-15 years.