Semiconductor Advisors president Robert Maire says the semi sector could possibly be going through an “existential menace” if Hong Kong’s political instability results in an identical crackdown in Taiwan.

Maire notes that TSMC (TSM +2.3%) is the chip tech chief, making the area “too massive a prize to be ignored within the ‘made in China 2025’ sport” and “the final word ‘checkmate” towards america.

Semi shares are seeing inexperienced as we speak after the U.S. delayed a tariff on some Chinese language items, together with smartphones and laptops.