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This is just a hypothesis, but I think there is a additional geopolitical reason why most TSMC's 300mm GIGAFAB's and advanced backend fab are located in Taiwan
by Nokinside 7y ago
This is just a hypothesis, but I think there is a additional geopolitical reason why most TSMC's 300mm GIGAFAB's and advanced backend fab are located in Taiwan (1 fab in Cina). https://www.tsmc.com/english/contact_us.htm#TSMC_fabs https://www.tsmc.com/english/contact_us.htm#TSMC_fabs
Concentrating geopolitical risk of TSMC operations makes Taiwan more important to the rest of the world. The US would naturally want to reduce this risk. TSMC has close to 50% market share. In Taiwan-China conflict world chip production would take a huge hit or be in the danger of falling under Chinese rule.