https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-head-says-drive-to-onshore-chip-supply-chain-is-unrealistic https://asia.nikkei.com/Business/Tech/Semi

https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-head-says-drive-to-onshore-chip-supply-chain-is-unrealistic https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-he... From TSMC's Mark Lui: - Supply chain disruptions from Covid - US / China trade disputes - Digital transformation from Covid (increasing demand for chips) - "Double booking" feedback loop (companies preorder more than needed, fearing fab capacity limits --> makes it seem like there's less fab capacity --> companies book more capacity, fearing capacity limits)...this is not specific to Covid, but heats up in this kind of situation