It is a joke. You missed the joke.
What the sentence means is "America's policy is that if China takes over Taiwan, it will bomb TSMC's chip fabs."
The phrase "kinetic contaminant" means "big bombs". That's why he specified the model of bomber.
The B2 is the American "Stealth bomber".
https://en.wikipedia.org/wiki/Northrop_B-2_Spirit
No, it is not about graphite.
reply
It is a joke. You missed the joke.
What the sentence means is "America's policy is that if China takes over Taiwan, it will bomb TSMC's chip fabs."
The phrase "kinetic contaminant" means "big bombs". That's why he specified the model of bomber.
The B2 is the American "Stealth bomber".
https://en.wikipedia.org/wiki/Northrop_B-2_Spirit
No, it is not about graphite.