TSMC running stateside != "nevermind Taiwanese independence"/"US withdrawing military protection for Taiwan"
For starters, TSMC has opened facilities in Az, but these are still owned and operated from Taiwan and rely significantly on Taiwanese capability for substantial inputs to the development process in both knowledge and operational capacity.
The new wafer capacity is not a replacement for Taiwan based infrastructure, but rather an extension of those operations.
And to be blunt: If amerika were to immediately about-face on 1975's "back-to-basics" math movement and resume math theory based primary education in order to develop the foundational comprehension necessary for the materials science at|in the design level workforce, it would still be at least one generation before homegrown capacity was 'on-par' with the current Taiwanese (and Dutch) resources.
TLDR; not a concern from a rational leadership condition.
However, pretending that one TSMC plant in Az is sufficient reason to TACO and post on social media in saggy golf pants == very much a potential outcome; regardless of the absolute immediate cost in lives and material capability, and the unavoidable long term consequences both within the US and around the world caused by said capricious behaviour.
China gets Taiwan without any US intervention as soon as our chip foundries have been built state side. Xi is patient.
TSMC already came online in Arizona.
TSMC running stateside != "nevermind Taiwanese independence"/"US withdrawing military protection for Taiwan"
For starters, TSMC has opened facilities in Az, but these are still owned and operated from Taiwan and rely significantly on Taiwanese capability for substantial inputs to the development process in both knowledge and operational capacity.
The new wafer capacity is not a replacement for Taiwan based infrastructure, but rather an extension of those operations.
And to be blunt: If amerika were to immediately about-face on 1975's "back-to-basics" math movement and resume math theory based primary education in order to develop the foundational comprehension necessary for the materials science at|in the design level workforce, it would still be at least one generation before homegrown capacity was 'on-par' with the current Taiwanese (and Dutch) resources.
TLDR; not a concern from a rational leadership condition.
However, pretending that one TSMC plant in Az is sufficient reason to TACO and post on social media in saggy golf pants == very much a potential outcome; regardless of the absolute immediate cost in lives and material capability, and the unavoidable long term consequences both within the US and around the world caused by said capricious behaviour.