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TSMC's US fabs cannot produce enough to replace all that they produce in Taiwan, nor are the US fabs producing a leading-edge node.
by noahbp 2y ago
TSMC's US fabs cannot produce enough to replace all that they produce in Taiwan, nor are the US fabs producing a leading-edge node.
- astrange 2y agoThe next step companies (for packaging etc) are also still in Taiwan iirc, but they're more replaceable.