so, there is actually a branch at this point of your thread (tungsten). Recall that in mid-January 2026, the U.S. and Taiwan signed a massive $250 billion trade and chip deal.
So this is, in my opinion, an aggressive, macro-level attempt to own the vertical and completely insulate the high-tech supply chain from foreign choke points.
I can add some sources via links and screenshots as well, but I do not want to detract from your thread.
