[Valmar]

> I think it's inevitable given the geopolitical situation in Taiwan that someone eats TSMC's lunch on America's dollar. China will almost certainly invade in the next decade, and getting large volumes of delicate electronics in and out of ports that are subject to a Chinese navy blockade will be very difficult (not to mention the difficulty in manufacturing them amid explosions). The CHIPS act is a big part of preparing for this.

Isn't this why TSMC is creating another foundry in the US, so they can circumvent these issues with China somewhat?

[rapsey]

No they are building in the US because the US told them they have to. TSMC is the biggest chip Taiwan has to convince the US to defend it from Chinese invasion. The most advanced fabs and the most capacity will definitely remain in Taiwan.