"Since the US-China trade and technology confrontation spilled into public view in 2017, most of the attention has centered on trade conflict and the US campaign against Huawei, China's 5G leader and its most important global technology company. But recent US actions involving semiconductors present a more fundamental problem for China. Efforts to cut off the supply of cutting-edge semiconductors to Huawei and to encourage the construction of advanced chip factories on US soil have drawn the semiconductor industry into the US-China technology cold war, raising the stakes in the countries' trade and technology conflict." [1]
So where's the evidence? It's easy to spew conspiracy theories about anything. Intel could've started the fire in ASML's plant to slow down TSMC. I could've shorted ASML's stock and started the fire to profit from the other side of the world.
Wouldn't be surprised. It is a pity and a relief that the new face of war will simply result in infrastructure failing at slightly higher rates, in a slow escalation as each side sees what it can get away with while maintaining plausible deniability.
"Since the US-China trade and technology confrontation spilled into public view in 2017, most of the attention has centered on trade conflict and the US campaign against Huawei, China's 5G leader and its most important global technology company. But recent US actions involving semiconductors present a more fundamental problem for China. Efforts to cut off the supply of cutting-edge semiconductors to Huawei and to encourage the construction of advanced chip factories on US soil have drawn the semiconductor industry into the US-China technology cold war, raising the stakes in the countries' trade and technology conflict." [1]
[1] https://www.eurasiagroup.net/live-post/geopolitics-semicondu...