I think the plan is to defend, with allies motivated by the goal of saving TSMC facilities. If you destroy them the moment China declares war, Taiwanese allies might be much less invested
But at the same time everyone understands that the Taiwanese would destroy the facilities before they fall into Chinese hands
If both those are true, then shouldn't we expect China to destroy them as part of first offensive?
Why would China care if Taiwan blows up its fabs?
The talent is still there, so they could rebuild, or recruit the talent to work for Chinese mainland fabs instead?
its not official public policy, but there have been people in the US government saying that if there is a war then the US will bomb tsmc facilities in taiwan