Taiwan didn't lockdown their factories. Their border is highly restricted for entry but they haven't really gone beyond closing indoor dining and karaoke. In Q

Taiwan didn't lockdown their factories. Their border is highly restricted for entry but they haven't really gone beyond closing indoor dining and karaoke. In Q3 2021, TSMC shipped 12.5% more wafers year over year and +5.7% quarter to quarter during the period with the highest covid restrictions. And that's already on top of the 19% increase in shipments for the full year 2020 over 2019. https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2021-10/af12cfa80ff8f0f2525377fa574bdc00c2ac2a87/3Q21Presentation%28E%29.pdf https://investor.tsmc.com/english/encrypt/files/encrypt_file...