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I'm wondering if these offshore fab announcements from TSMC are more like unserious offers intended to delay other countries from pushing harder to establish local semiconductor industries. TSMC is already delaying the Arizona plant in the US. Maybe that was their intent from the beginning?

"But they've spent X billions of dollars." Yes but this is irrelevant when facing off an existential threat to their business and the overall economy and security of Taiwan. Taiwan, like Israel, is run by cunning folks. They wouldn't have survived this long otherwise.



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