>it was also "really stupid" for TSMC to build new US fabs after already planning record capex in TW proper in 2019. Few thought TW would erode their silicon sh

>it was also "really stupid" for TSMC to build new US fabs after already planning record capex in TW proper in 2019. Few thought TW would erode their silicon shield by allow TSMC to expand fabs abroad. US is offering incentives for TSMC to build a fab in AZ. the original announcement is a smaller scale production for 5nm that won't come online for couple years. TSMC will be on 2nm by then. Is EU offering anything? I haven't hear anything. I doubt TSMC will make the move if there is nothing for them consider the cost of a modern fab and labors cost. >TW would erode their silicon shield by allow TSMC to expand fabs abroad that's not smart if Taiwan is depend on silicon shield for their security. silicon shield is a media's term that Taiwanese govrt never use. a govrt shouldn't depend on anyone but itself for its own security.