I think you're right. I think that there are two main stories that we need to keep in mind here. One is semiconductors, obviously, in any contingency. The second one is energy security. If we think that we're having problems right now in Europe—and we are having problems with our European allies now being phased off Russian gas—just imagine what might happen in a contingency over Taiwan, where effectively China controls all of the waterways that would feed the energy to Japan and South Korea, which rely on 85% to 90% of their energy coming from the gulf. There's no other way to get it there easily.
There are two main vector points here that we need to keep an eye on: energy security and semiconductors.