Clay Travis

So this is a guy who really knows his way around the island.

The meetings that we were able to get there were incredible, but the one that was the most surprising, even to government officials, and I mean the president, the vice president, and they spent hours with me, was TSMC, which just because TSMC operates, Taiwan Semiconductor Manufacturing Corporation, operates as really a state within a state.

I mean, people call it like the Vatican City of Taiwan.

It's everything.

And the thing is, I mean, they're pretty straightforward.

Look, they just want to make the best, the stuff they do, if you even...

try to comprehend the level of engineering genius and proficiency involved in what they do.

It almost seems like magic.

I mean, it's pure science, but it's incredible stuff that they're able to do.

It boggles the mind.

And they recognize that they have the most valuable, to Clay's point, the single most important technology, probably for the 21st century,

in their hands right now, and they have 80% of the top end of that market and capability.

And we're telling them, hey, maybe you can move a whole lot more of that here.

And they're looking at us and saying, well, then what leverage do we have to make sure that China doesn't just come in and take everything?

Because right now, by the way, the notion that we could allow China, and this is a huge, we can do, Mark, literally a three-hour show.

I know.

on just China, Taiwan, but I'll just say this.

I've met with top people from Pentagon, top people from think tanks, top people.

People think they have the answer to this and they're diametrically opposed.

They say it'd be easy for China to take it.