My read is more that they do not want to build outside of Taiwan as the TSMC fabs on the island have become of enormous strategic interest to the United States

My read is more that they do not want to build outside of Taiwan as the TSMC fabs on the island have become of enormous strategic interest to the United States (as well as China). Building fabs in the US is directly counter to this, and I would wager we have twisted their arm to do so. I am so far not surprised by all the complaining and foot dragging they are doing in Arizona.