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