Uploaded November 2025 | Updated September 2026, 3 hours ago
“If China invades Taiwan, China is not getting those fabs.”
In this clip, Gavin Baker breaks down one of the most high-stakes questions in global technology: what happens to the world’s semiconductor supply if conflict erupts in Taiwan?
He explains why the chips, the talent, and the future of AI wouldn’t fall into China’s hands - and how the U.S. and its allies have quietly built a plan to make sure of it.
🎧 Watch the full conversation on Invested with Michael Eisenberg featuring Gavin Baker.
“If China invades Taiwan, China is not getting those fabs.”
In this clip, Gavin Baker breaks down one of the most high-stakes questions in global technology: what happens to the world’s semiconductor supply if conflict erupts in Taiwan?
He explains why the chips, the talent, and the future of AI wouldn’t fall into China’s hands - and how the U.S. and its allies have quietly built a plan to make sure of it.
🎧 Watch the full conversation on Invested with Michael Eisenberg featuring Gavin Baker.
