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War, a pandemic, an export restriction — every scenario here is hand-mapped to a real node in an X-Ray graph, and clicking one immediately runs the real "what-if" simulation on real data. Nothing here is an AI reading the news and guessing — every scenario was picked and verified in advance.
TSMC manufactures the vast majority of the world's advanced chips out of its Taiwan facilities. Any major disruption there — military, political, or infrastructural — would cut off access to that capacity almost overnight. This isn't a prediction — it's a simulation of what the real graph says if TSMC simply disappeared tomorrow.
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🚫China has used its control over rare earth production as a political tool before (against Japan in 2010, and more recently around tariffs and licensing with the U.S.). This simulation shows what actually happens downstream in the real graph if access to finished magnets is cut off.
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🦠During COVID, the U.S. government selected Corning as a key vaccine-vial supplier under Operation Warp Speed. This simulation shows what happens if a key supplier like that goes down — and why, unlike aviation or semiconductors, real alternatives existed here that limited the damage.
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