Do you think China could soak enough capacity to get TSMC to turn away from all of its major customers? Isn’t most of their industrial design focused on consumer products with automaton, not high end chips? Are there many high end Chinese chip designs?
US legal mechanisms for internationally enforcing US law are not like domestic enforcement mechanisms. The scenarios that the pro-China folks here are talking about involve a (completely unrealistic) switch in Taiwanese allegiance, that would make US economic enforcement less relevant, and US military enforcement a serious international risk.
There are just a lot of tankies commenting, and you have to be able to interpret their logic.