Will any advanced AI chip fabs or their key supply chains be heavily physically damaged deliberately by 2028?
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To qualify, the damage must set chip production back by over a month.

Peaceful disassembly doesn't count. I mean like kinetic or cyber military/paramilitary action, or employees going rogue and breaking equipment.

I sold my shares and will not bet anymore in this market.

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"Intentionally" means the purpose of the attack must be to set chip production back? Or does any deliberate damage to a facility count no matter its purpose (e.g. the PRC bombing it because of RoC military leaders sheltering in it or something)?

@ArmandodiMatteo "Deliberate" captures more of what I was going for. Your example would count, and natural disasters or industrial accidents would not.

Any chip fabs or just cutting edge ones?

@mariopasquato Good question, how about "advanced"? Like perhaps a threshold transistor density of 100M transistors/mm^2 (https://en.m.wikipedia.org/wiki/Transistor_count#Transistor_density) would qualify until maybe June 2024, unless the fab is making powerful deep learning processors or inference chips for military weapons.

@HedShock Sounds reasonable, thanks for the clarification. It would be cool to have this market conditional on a war in Taiwan (or Chinese invasion however you may want to phrase that)

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