> ...and I have a feeling that the nay-sayers from ROC might be concerned about losing political significance with their western trade partners. This. I live

> ...and I have a feeling that the nay-sayers from ROC might be concerned about losing political significance with their western trade partners. This. I live in Taiwan, and while I love the country and hope that it never falls to the CCP, I do believe that a primary reason TSMC's manufacturing remains so heavily concentrated in Taiwan is to increase the stakes for the West. Very few Taiwanese I know believe that Taiwan is capable of repelling a Chinese invasion or attack without the support of the US, and protecting the Western world's access to semiconductors is a big incentive for the US to think twice about letting Taiwan fall. While TSMC folks will tell you that their operation is so heavily concentrated for manufacturing and supply chain efficiency/optimization reasons, it is very unusual for a company as big and important as TSMC to have so little diversification in the geographical footprint of its operations.