US does not actually make semiconductors China can't already make, hence why they want to force TSMC to build fabs there.now that further increases in tariffs on China will mean nothing since trade has been cut off. expect the US to start throwing everything including the kitchen sink at China. the US will likely hastily try to make a deal with the EU / Japan / S.Korea to bring them on board against China. furthemore the US may finaly use the semiconductor industry as a a weapon against China. IMO if the US attempts to ban all semiconducter exports to China then China should declare all semiconductor patents to be null and void. also the factories along with the equipment inside of them of any foreign company that produces chips in China should be nationalized if they attempt to get out of China under orders of Trump.
China however can ban any US produced semiconductors from passing through China's supply chain, which will actually kill off their use in any consumer applications.
China can also of course blockade TSMC or even Korea through secondary sanctions if s* hit the fan.
There's an important concept surprisingly few people understand: chips need to be built into an electronic device to be of any use, and that electronic device needs every single chip for it to function, you miss one, even if its only a $0.2 voltage regulator, and nothing works, and this has been directly demonstrated during the chip shortage

